The Battle for the Home

Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?

The iPhone Franchise

The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.

Sonos’ IPO, The De-Integration of Sonos, Spotify’s Earnings

Sonos will begin trading today, but it faces a tough road without meaningful integration. Spotify faces a difficult road too: it is interesting to think about what they would look like together (even though it won’t happen).

Android-EU Follow-Up, Google’s Earnings, Facebook and the Stock Market

Follow-up on Google’s EU decision, and a reminder that Google really good for consumers. Then, Google’s strong quarterly results, and why the understanding Facebook’s strategic advantages may be divorces from their stock price.

Facebook Lenses

Facebook was down dramatically after its last earnings; to decide if it is justified it is worth looking at the company through many different lenses, both financial and strategic.