An anecdote about permanence and file systems, an explanation of how the U.S. text messaging market is unique, then an overview of Google’s earnings and why GDPR might be having an effect.
Facebook Earnings, Facebook’s Stories Story, Additional Notes on Facebook’s Earnings
Facebook’s earnings were as disappointing as promised, which was ok with the stock market. Still, is there more going on than simply a transition to Stories?
IBM-Red Hat Follow-up, Microsoft Earnings, Amazon Earnings
More on IBM and Red Hat, then Microsoft and Amazon’s earnings.
Netflix Earnings, Netflix’s Marketing Choice, Additional Notes on Netflix
Netflix’s earnings had both good news (subscribers) and bad news (spend); the latter might signal a positive shift in how the company acquires customers. Plus, how Netflix is integrating.
Tencent’s Profit Drops, China Freezes Game Approvals, The Tencent Behemoth
Tencent’s profit dropped, in part because the Chinese government has stopped approving games. Plus, why Tencent’s approach to the games industry makes sense in China, even if Facebook’s model may be more attractive.
Sonos’ IPO, The De-Integration of Sonos, Spotify 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).
Apple Earnings, ASP and “New” iPhones, Steve Jobs and the App Store
Apple’s earnings not only held true to form, but actually had an upside surprise in ASP. Plus, what an interview with Steve Jobs reveals about differentiation and integration.
Android-EU Follow-Up, Google 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.
Netflix Earnings, Netflix’s Rising CAC, Content and Marketing
Netflix’s subscriber numbers were disappointing; does the company have a customer acquisition cost problem? Then again, customer acquisition costs should include content, which might not have been good enough.