Apple Earnings, Apple the Services Company (for Real!)

Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.

BuzzFeed Followup, The Future is Niche, Atlassian and Bing

BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.

Apple’s Errors

Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.

Huawei CFO Arrested, Australia’s Awful Law

Huawei’s CEO is arrested, and U.S. companies — including Apple — should be at least a little nervous. Then, Australia passed a terrible law that will compromise the security of Australians — and possibly everyone else.

Happy Thanksgiving, Tencent Earnings, Fox Sports MLB Deal

Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.

Apple’s Earnings; Apple, Tencent, and China; iPad Pro Reviews

Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.