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Netflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License

Posted onThursday, January 21, 2021Thursday, January 21, 2021 Author by Ben Thompson

More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.

Salesforce Acquires Slack, Salesforce’s Reasoning, Salesforce’s Opportunity

Posted onWednesday, December 2, 2020Wednesday, December 2, 2020 Author by Ben Thompson

Salesforce’s purchase of Slack is a great outcome for the latter, and has huge upside for the former. There is, though, commensurate risk.

What If It’s Trump?, An Update on MongoDB, An Interview with MongoDB CEO Dev Ittycheria

Posted onThursday, November 5, 2020Thursday, November 5, 2020 Author by Ben Thompson

What does it mean for tech if Trump wins? Then, catching up with MongoDB, and an interview with Dev Ittycheria, the company’s CEO.

Tech Earnings, Google’s Earnings, Apple’s China Question

Posted onMonday, November 2, 2020Monday, November 2, 2020 Author by Ben Thompson

Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.

AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins

Posted onWednesday, October 28, 2020Wednesday, October 28, 2020 Author by Ben Thompson

AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.

Twilio Acquires Segment, What is Segment, An Interview with Twilio CEO Jeff Lawson

Posted onThursday, October 15, 2020Thursday, October 15, 2020 Author by Ben Thompson

Why Twilio bought Segment, and an interview with Twilio CEO Jeff Lawson

IBM Splits, IBM Skepticism, IBM and Antitrust

Posted onMonday, October 12, 2020Monday, October 12, 2020 Author by Ben Thompson

IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.

Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID

Posted onWednesday, September 23, 2020Wednesday, September 23, 2020 Author by Ben Thompson

More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.

Slack Files Antitrust Complaint Against Microsoft; Tying in the U.S. and E.U.; Microsoft Concerns, Then and Now

Posted onThursday, July 23, 2020Tuesday, July 28, 2020 Author by Ben Thompson

Slack has filed an antitrust complaint against Microsoft, and the tying allegations may have legs. Still, the fact the complaint exists is a bearish signal.

Jio Follow-up, Google Cloud Next, Kurian vs. Google

Posted onWednesday, July 22, 2020Wednesday, July 22, 2020 Author by Ben Thompson

Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.

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By Ben Thompson

  • About
  • Stratechery Podcasts
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Explore Stratechery

  • Concepts
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  • Topics

The Daily Update

  • About The Daily Update
  • Subscribe Monthly
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Free Weekly Articles

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Follow: Twitter / Facebook / LinkedIn
Exponent Podcast

Archives

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