Good morning, Only two updates today, because both are big ones, and I don’t want to wear you out! Earnings week continues with two very interesting results from Facebook and Qualcomm. On to the updates: Facebook Crushes Earnings Again From Bloomberg: Sales rose to $2.91 billion for the period from $1.81 billion a year earlier,Subscribe […]
Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
Good morning, I apologize that today’s update is coming in a bit late, but I trust it will be worth it! Yesterday was a double-header with both Apple and Microsoft reporting results. I’ll take both in turn, but I think one of the more interesting takeaways comes from looking at them together. On to theSubscribe […]
Daily Update: LINE IPO, Kindle Unlimited, Apple and China
Good morning, I am back from vacation, although I can’t say I picked the ideal week for it, particularly given the dual Microsoft memos as well as the Apple-IBM deal. I plan to write about both on the main site this week. In the meantime, there are lots of earnings results this week; I’m hopingSubscribe […]
Daily Update: Apps on Xiaomi, LINE Making US Push, Facebook’s Messaging Strategy
Good morning, Today is Asia-themed, but with a US twist. On to the updates: Apps on Xiaomi According to Flurry, Xiaomi users love apps: Over the past 6 years, the average Apple iPhone consumer has spent more time in apps than consumers of every Android device we track – by a wide margin. This year,Subscribe […]
Daily Update: Bitcoin Breached, China Cracks Down on iMessage, Tesla Opens Patents
Good morning, A big update today, so let’s get to it: Bitcoin Breached You may think that header is a bit sensational, but in my opinion it’s difficult to overstate the implications of recent Bitcoin developments. From ArsTechnica: For the first time in Bitcoin’s five-year history, a single entity has repeatedly provided more than halfSubscribe […]
Daily Update: Google Blocked in China, WeChat Ecommerce, LINE IPO?
Good afternoon, I finally posted the WWDC piece I mentioned yesterday: Growing Apple at WWDC. While the number of updates were pretty incredible, I think they mostly fit into a coherent growth strategy. Check it out. I apologize again that today’s update is a little later (tomorrow’s probably will be as well). I’m very muchSubscribe […]
Daily Update: Lenovo Earnings, Windows 8 Banned, Google Buys Divide
Good morning, Only 49% of you opened yesterday’s email (it’s usually 80%+); I heard from several folks on Twitter that it got sent to spam, likely because of GroupOn, so please take a look and mark it as “not-spam” if that is the case. I’ll be writing about the Microsoft Surface announcements on Stratechery laterSubscribe […]
Daily Update: Bitcoin and China, Samsung Earnings, International Plans for Xiaomi and Lenovo
Good morning, Please remember to update your GlassBoard, t-shirt, poster, and book preferences on your profile page if you have not already done so. Access members, also check out GlassBoard as I have a few ideas I want to put past you, and remember you can contact me directly by email here (the link isSubscribe […]
Daily Update (2014-04-23): Samsung, Chinese Ad Companies, Google App Ads
Great news! You can now access the Daily Email on the web and through RSS. Go to Stratechery.com and log-in (you can find the login box on the right side of the page (or the bottom of the page on mobile) Once you are logged in, the same part of the page will have aSubscribe […]
An Interview with Eric Jackson at Forbes
Eric Jackson recently interviewed me for his column at Forbes. I’m cross-posting here my answers to the tech industry related questions. Check out the full interview to read more about me personally and the background of stratechery. Q: Where is Apple at right now as a company in this post-Steve Jobs period? A: I think, […]