Disney and Integrators Versus Aggregators

Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.

IBM Splits, IBM Skepticism, IBM and Antitrust

IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.

Never-Ending Niches

The Internet changed how media competes to focus and quality, but quality is defined by your niche.

The iPhone SE, Accounting for the iPhone SE, New iPhones

The new iPhone SE inspires a revisit to Apple’s low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.

Apple, Amazon, and Common Enemies

It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.