Daily Update: Facebook Earnings, Naver/LINE Disappoint

Good morning, Three quick things: I wrote a bonus article – Bad Assumptions – about why so many get Apple so wrong so often. I did not email this one – it was a bonus! – so please read it on Stratechery if you have not. I think you’ll like it With regards to severalSubscribe […]

Bad Assumptions

John Gruber is, as only he can, relishing the claim chowder – his collected bits of analyst wisdom sure, again and again, that Apple is doomed. Apple, of course, is not doomed. In fact, the company is the very opposite of doomed, having just posted the best quarter of any company, ever.1 The analysts Gruber […]

Daily Update: Apple Earnings

Good morning, Today’s update is dominated by, what else, Apple’s earnings. There was other news, particularly Twitter’s introduction of native video and group messaging; I’ll try to touch on both later this week. On to the update: How Did Apple Manufacture So Many iPhones? Just hours before the earnings, I tweeted: I don’t do estimates,Subscribe […]

Daily Update: Microsoft Earnings

Good morning, I’m very sorry about the multiple emails yesterday – especially since the second email had the exact same error as the first! So embarrassing! Thanks for your patience. I found yesterday’s Microsoft results really interesting, and did a bit of a deep dive. It’s the only topic today, and it’s a bit longerSubscribe […]

Dear Zoë Keating: Tell YouTube to Take a Hike

Zoë Keating is an example of a new kind of content creator who can best maximize their revenue by going direct to consumers.

Daily Update: Amazon and the Opportunity Cost of Losing Focus, Sling TV and The Interview Follow-up, Samsung’s Bad yet Good Earnings

Good morning, I hope you all enjoyed yesterday’s article about Xiaomi, because there is a lot more about the company on the way. James Allworth and I just recorded a podcast that dove deeper into both the company as well as the markets they are competing for, the validity of patents, China’s tortured history andSubscribe […]

Daily Update: Christmas Gifts for Google, Facebook, and Twitter

Good morning, Last call for Stratechery Gifts! I’ll be taking this page down after Christmas. Please note that once you make your payment I will immediately send you a registration link for the gift membership; you can forward this link to your recipient directly. Please don’t share this link with anyone other than the recipient,Subscribe […]

Daily Update: Christmas Gifts for Apple, Samsung, and Xiaomi

Good morning, In case you missed it, James Allworth and I had a debate about his post on drones on the latest episode of Exponent. If you’re looking for last-minute gift idea, don’t forget about Stratechery Gifts. Once you make your payment I will send you a registration link for the gift membership; you canSubscribe […]

Daily Update: Xioami’s Profit, Xiaomi to Sell Air Purifier, Xiaomi India Ban Lifted

Good morning, Two quick things: Many of you have asked about how you might gift Stratechery memberships. I will have a solution for you on Friday Tomorrow my co-host on Exponent, James Allworth, will be filling in for me on the Daily Update. The content and opinion are his alone, and I suspect it willSubscribe […]

Daily Update: It’s Great to be Small, Niche Business Models, YouTube Seeking to Retain Stars

Good morning, I received multiple reports that Friday’s Daily Update was marked as containing phishing links. I can absolutely confirm this is not the case, so if you missed it, please take a look in your spam folder. For the third Monday in a row I’m writing about media – Media Mondays if you will.Subscribe […]