Good morning, While there are a few more earnings results this week – Twitter’s should be especially interesting – we are otherwise into the summer news slowdown, which means today’s Update is a bit more circumspect, yet hopefully interesting all the same. On to the updates: Media and Authority Yesterday the New York Times editorialSubscribe […]
Daily Update: Facebook Crushes Earnings Again, Qualcomm’s China Problem
Good morning, Only two updates today, because both are big ones, and I don’t want to wear you out! Earnings week continues with two very interesting results from Facebook and Qualcomm. On to the updates: Facebook Crushes Earnings Again From Bloomberg: Sales rose to $2.91 billion for the period from $1.81 billion a year earlier,Subscribe […]
Daily Update: Split Microsoft Follow-up, Yahoo Buys Flurry, Valuing Privacy…Or Not
Good morning, Apple’s earnings are this afternoon, so look for analysis of those tomorrow. In the meantime, I have some follow-up to yesterday’s opus on Microsoft, as well as a couple of pieces on advertising and tracking. On to today’s updates: Split Up Microsoft Follow-Up I wrote a piece about Microsoft on the main StratecherySubscribe […]
Daily Update: Facebook’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Google’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Microsoft Phone, Wearables, and Office; Facebook Acquires LiveRail; Google and the Right to Censor
Good morning, Happy Independence Day to all of my readers in the United States, and an early happy weekend to those of you in the rest of the world. Due to the holiday there will be no Daily Update tomorrow. On to today’s updates: Microsoft’s Muddle Continues There are three interesting items on Microsoft that,Subscribe […]
Daily Update: Twitter Buys Tap Commerce, Launches App Install Ads; Rakuten Launches Venture Fund
Good morning, I’m writing from Seoul’s Incheon Airport where we spent the night. Tomorrow’s update will come from Madison. On to the updates: Twitter Buys Tap Commerce Recode broke the news of Twitter’s latest acquisition: Twitter is in the process of acquiring Tap Commerce, a New York-based mobile advertising technology firm, according to sources familiarSubscribe […]
Daily Update: Facebook’s Research; The Revenue and Profit Link; Apple, Korea and Taiwan
Good morning, This update is arriving early because I am headed for the airport with my family for several weeks with my parents in Wisconsin. The fact I can do this is because of all your support, so thank you. Second, I feel pretty optimistic about keeping these updates on their early-morning schedule, but thereSubscribe […]
Economic Power in the Age of Abundance
Publishers are trying to threaten Google again, apparently unaware that because of the Internet they have no power: that flows to the platforms that control discovery.
Nest Buys Dropcam, Amazon Coins for Fire Phone Developers, Yahoo’s Digital Magazines
Good morning, I am still trying to recover from that U.S. soccer game. What could have been! At least there is always plenty of tech news to draw us in. On to the update: Google Nest Buys Dropcam On Friday Nest announced they were buying Dropcam, a home monitoring service. From Recode: Dropcam, the popularSubscribe […]