The ZTE saga takes a twist, Dropbox’s first earnings are solid, and Bloomberg shows how the rich get richer.
Spotify’s earnings were not what the market expected, but the company gained credibility. Snap, meanwhile, doesn’t have any credibility at all.
Apple’s earnings were less interesting than the expectations game. Facebook’s F8 conference, meanwhile, again cast Zuckerberg’s vision of technology in stark contrast to Steve Jobs. Plus, why Facebook Dating will likely flop.
Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.
A follow-up to Open, Closed, and Privacy, then multiple notes on Facebook’s earnings: the company’s executives sounded confident, and they should be.
Google’s Earnings show rapidly rising expenses, which makes sense as the company seeks to grow outside of its core competency. Plus, why even Google is often better off investing instead of expanding.
Netflix’s earnings are a reminder of the power that comes from not just aggregation but also integration. It also reveals that Aggregators are more likely to gain economic power when suppliers are already modularized. Plus, Netflix and Comcast start to build the new bundle.
Twitter’s earnings were both less and more impressive than they appeared; plus, a lesson I have learned about direct versus brand advertising, and what it means for both Twitter and Snap.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.