Amazon Switches?, AWS Versus Azure, Photoshop on iPad

Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.

Google’s Earnings, Amazon’s Earnings

Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).

Twitter’s Earnings, Twitter’s Video Push, Amazon’s Earnings

Twitter’s earnings were encouraging when it comes to user growth, but the company’s focus on video is a disappointment. Then, Amazon’s earnings were mixed: AWS has competition, but e-commerce is dominant.