The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
Microsoft Earnings, Microsoft’s Growth Opportunities, Facebook Earnings
Microsoft is a trillion dollar company, and has more growth opportunities than ever; Facebook, meanwhile, remains firmly in control of its own destiny when it comes to driving revenue growth in the long run.
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.
AWS, MongoDB, and the Economic Realities of Open Source
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
Apple Music on Amazon Echo, The Implications, Apple-Amazon Quid Pro Quos
Apple Music is coming to the Amazon Echo, a development that I find absolutely fascinating: what does this mean for Apple, and Spotify? Plus, this isn’t the first time Apple and Amazon have made a deal.
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.
Apple’s iPhone Event, Facebook Fact-Checking, Vimeo Pivots Again
A preview of Apple’s iPhone event, a revelatory controversy about Facebook fact-checking, and yet another pivot by Vimeo thanks to mistakes made years ago
Patreon Acquires Memberful, An Interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny
An interview with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on the occasion of Patreon acquiring Memberful, the membership software used by Stratechery. This Daily Update is free for everyone.
Okta’s Developer Conference, An Interview with Okta CEO Todd McKinnon
An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.