Google’s results were even better than the rest of the industry, thanks to YouTube.
Facebook Earnings, The ATT Transition, Facebook’s Outlook
Facebook’s reckoning with ATT finally arrived, and the results are inconclusive. It still seems like a company worth betting on.
Apple Earnings, Microsoft and LinkedIn
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
Snap Earnings, Twitter Earnings, Additional Notes
Snap and Twitter’s earnings point to just how huge the digital advertising market is.
Netflix Earnings; Netflix and Gaming; Models, Not Mediums
Netflix turned in another quarter of disappointing earnings (as expected); the company’s planned foray into gaming, meanwhile, highlights how digital businesses are different.
TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
The Lightness of Windows
The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.
Stripe Tax, Stripe Identity, Stripe’s Missed Opportunity
Stripe launched two new products: one makes perfect sense, while the other feels like a bit of a missed opportunity.
Integrated Apple and App Store Risk
WWDC highlighted how Apple’s differentiation is based on integration; the company ought not risk that differentiation for exploitive App Store policies.
Passport Update, F8 Refresh, Trump Ends Blog
F8 was all about developers, and there is reason to believe that Facebook is serious about building a real platform, particularly on messaging.