The question of who reviewed the iPhone X shows how power is changing in media. Then, Microsoft crushes earnings with a strategy the company has used before.
Microsoft’s Monopoly Hangover
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.
AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings
Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)
Google Earnings, Microsoft Earnings
Google’s earnings were fantastic, but I’m still not totally convinced about their shift to mobile. Microsoft’s were good as well, but what was under the surface was more important.
Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.
Daily Update: Facebook Changes Privacy Policy, Microsoft Channel Partners to Sell Azure, The Problem with IBM
Good morning, Access members, please keep an eye out for an email about a virtual meetup next week, as well as an in-person meetup during WWDC. On Stratechery, I posted It’s Time to Kill Surface. I probably wasn’t clear enough in the article, but I actually rather like the product and think there is aSubscribe […]
Microsoft Cloud Announcement, Cordova and Windows RT, Xbox Silliness
Good morning, I went deep on Apple’s (alleged) acquisition of Beats, yet in some ways, I’m not sure I went deep enough. One thing I was trying to capture is that there is a very benign explanation for this acquisition: Beats solves a lot of problems for Apple. And maybe that’s all it is. Still,Subscribe […]
Daily Email (2014-04-22): Microsoft, Cloud Services, and Amazon
Good morning, I’m making good progress on finding a solution to making this content readable in RSS readers and web browsers for those of you who hate email. In the meantime, if you click the “Open in Browser” link at the top, you can not only read this content in a browser, but also subscribeSubscribe […]