Cloudera and Pivotal, Box and Zuora

Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.

Apple Earnings, Apple the Services Company (for Real!)

Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.

Satya Nadella on Microsoft

A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.

The Experience Economy

SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.