Product Management
-
Apple’s Bad Week, Reputation Risk, Integration and Focus
Apple has had a recent spat of bad software bugs. Software is hard, but Apple has more to lose from its reputation than most. Could there be too much integration?
-
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.
-
Meredith Buys Time Inc., Meredith’s Business, About the Koch Investment
Meredith is buying Time Inc.; most media coverage is focused on the Koch investment, but Meredith itself is far more interesting as a publisher that is succeeding.
-
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.
-
Stitch Fix and the Senate
Stitch Fix is a perfectly fine company that is a big startup success, in part because it paid attention to costs. It is very problematic that the Senate is threatening that, and potentially entrenching incumbents.
-
Disney to Buy 21st Century Fox?, Two Strategies for Content Companies, Netflix and ESPN
Disney may buy portions of 21st Century Fox; it is a deal that makes a lot of sense for both sides, particularly when you consider how the industry has been fundamentally changed.
-
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.
-
Apple at Its Best
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.