Google finally released new financial information about YouTube and Google Cloud, but it is still not sufficient. Then, Google’s margins are falling just like Facebook’s: is the engine finally sputtering?
Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket
While 2015 Unicorns did not meet expectations, that doesn’t mean 2015 was a bubble. Indeed, the most surprising reality is how well established big tech companies did.
Cisco Sells Chips, The Conservation of Attractive Networking, Twitter MoPub Revenue
Cisco is selling chips, which is a fascinating example of the Conservation of Attractive Profits. Then, Twitter’s MoPub revenue is more than it seems.
AWS re:Invent; Transformations, Transitions, and Databases; Amazon Outposts
The AWS re:Invent keynote was quite compelling, as Amazon made the case for enterprises to not simply transition to the cloud but to transform their approach to IT — which, of course, favors Amazon.
Microsoft Ignite, Azure Arc, Additional Insight Announcements
Microsoft’s Ignite keynote and announcements show a company that is back to the same strategy it has always had, just one a new value chain.
WeWork Delays IPO, Datadog Prices IPO, SoftBank and Going Big
WeWork abandons its IPO, for now, and is likely at the mercy of Softbank. Then, why Datadog is set to have a great IPO, in direct counter to WeWork and a direct rebuke to Softbank’s approach.
Slack Earnings, Slack’s Sales Cycle, The FTC Fines YouTube
Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.
What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
The WeWork IPO
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.
Microsoft Earnings, Teams Passes Slack, The Partner Advantage
Microsoft continues to crush earnings with its integrated approach. Then, Teams passed Slack, and its lead will likely widen, because it is a sustaining technology, not a disruptive one. Plus, the importance of Microsoft partners.