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Latest Podcast

Concepts

Software as a Service

  • Facebook Earnings, Microsoft Earnings

    Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.

  • AWS Fargate and Kubernetes Support, Embrace and Extend, AWS’s Execution Advantage

    AWS announced Kubernetes support, which seems to fulfill Google’s strategic objectives: strategy without execution, though, can turn the tables.

  • SendGrid IPOs, The Nintendo Marios

    SendGrid’s IPO exemplifies a company that works: a SaaS offering that enables, and grows alongside, its customer. Then, the differing results for Super Mario Run and Super Mario Galaxy show the value in maximizing revenue amongst core customers.

  • Apple Should No Longer Buy Netflix, Snap Earnings, Tencent Buys 12% of Snap

    Circumstances — and outlooks — have changed from a year ago, which is why I don’t think Apple should buy Netflix. Then, Snap’s earnings are a reminder of why the company shouldn’t have gone public, but Tencent throws a lifeline.

  • Apple Earnings, Forecasting the iPhone X, Rising ASP and Services

    Apple had a great quarter, and a great forecast that suggests there is more to come. Plus, the company is shifting to making money from its best customers.

  • iPhone X Review Drama, Microsoft Earnings, Microsoft’s Hybrid Strategy

    The question of who reviewed the iPhone X shows how power is changing in media. Then, Microsoft crushes earnings with a strategy the company has used before.

  • Netflix Follow-up, Sonos + Alexa, MongoDB IPOs

    Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.

  • Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie

    Box has made a deal to offer Google’s Vision AI services to its customers; is there space to be the intermediary between technology providers and end users? Box CEO Aaron Levie answers those questions and more.

  • Apple and the Oak Tree

    Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.

  • Microsoft’s Monopoly Hangover

    There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.