Lessons From Spotify

Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.

The Dropbox Comp

Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.

Apple’s Middle Age

For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.

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.

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.