Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
Daily Update: Apple Earning, Apple Pay Launches
Good morning, I’m finally set up in the new place, albeit a couple of hours late. Thanks again for your patience both yesterday and today. I look forward to getting back up to speed. Today I’m focusing on Apple’s earnings and the Apple Pay rollout; I’ll catch up on some other items tomorrow, including IBM.Subscribe […]
Daily Update: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus
Good morning, The news of the day was certainly the fact that HBO is planning to sell subscriptions directly to customers. It’s a big deal, but the reaction among tech folks has been way over the top; this is not the beginning of the end of the cable bundle, for all the same reasons ISubscribe […]
Daily Update: More on GT Advanced’s Shady Bankruptcy, Apple Watch in China Vogue, LINE Reveals MAUs
Good morning, Apple has announced another event for this Thursday for presumably the iPad, Mac, and OS X. However, I don’t think I’ll be writing a preview piece (except in this newsletter); that, more than anything, describes the iPad’s faded star. I do have a whole host of thoughts, though, I just plan on savingSubscribe […]
Daily Update: PayPal and Square, Facebook Payments?, Samsung: What Now?
Good morning, As I note below, I finally posted my PayPal article. Check it out! On to the update: PayPal and Square Yesterday I wrote on Stratechery about how PayPal is destined to grow increasingly irrelevant as innovation in the payments space moves to merchant account-based purchases: PayPal’s success in solving the peer-to-peer problem hasSubscribe […]
Daily Update: eBay and PayPal, Poor Pebble, Intel Caves to GamerGaters
Good morning, The eBay/PayPal piece I keep promising has turned into something bigger, and it’s not done yet, so I’ve gone ahead and done some more straightforward analysis of the deal below; I think it’s a good move. I did want to follow up on the Box item yesterday to make two points that ISubscribe […]
Daily Update: Amazon’s New Devices, Sony Gets Crushed, Apple Takes Aim on Google
2014-09-18 Good morning, From my email, it seems like my post yesterday about Apple Watch surprised a few of you (please check out the full piece on Stratechery, as it differed from yesterday’s email in a few key areas). I don’t like changing my mind, but I hate being wrong more, and I changed mySubscribe […]
Microsoft’s Good (and Potentially Great) Minecraft Acquisition
It’s difficult to overstate what a big deal Minecraft is. It’s the third best-selling game of all time behind Tetris and Wii Sports, and unlike the latter especially, it is a remarkably sticky experience: the vast majority of customers (over 90 percent on PC, according to Microsoft) sign in every single month. Were Microsoft to […]
Daily Update: Google Launches Android One in India, Good News on Patents, Apple’s Payment Strategy
Good morning, I hope you had a pleasant and relaxing weekend! Google launched Android One this week, and there are more rumors that Microsoft will indeed buy Mojang. More on that if it happens. On to the update: Google Launches Android One in India Google first announced Android One at this year’s Google I/O, promisingSubscribe […]
Daily Update: iPhone Delayed in China, Apple Watch Edition, Xiaomi Could Have Done Worse
Good morning, I’m a bit distracted as I write this; I’m simultaneously refreshing the Apple Store in the hopes of ordering an iPhone, but it’s been almost two hours and the Store has yet to appear, making this three cloud messes for Apple in two weeks. As with the livestream, the Occam’s Razor explanation isSubscribe […]