Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?
Wikitribune, Apple Cuts Affiliate Fees, Netflix Earnings
Wikitribune is betting on scale in a way that most news organizations can’t comprehend. Then, Apple is keeping more of the pie for itself, and Netflix is getting loose with definitions.
Google Next, Box Earnings
The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?
DistroKid, The “Publisher’s Right”, Shopify Results
Distrokid is small, but it’s a powerful example of the how distribution is not a value-add, the implications of which European publishers have yet to learn. It’s a lesson that doesn’t just apply to media, either.
Planet of the Apps, #DeleteUber, Amazon Earnings
“Planet of the Apps” is probably not nearly as big a deal as its being made out to be, why #DeleteUber was uniquely dangerous for Uber, and Amazon’s ongoing shift to being a service business.
Snap S-1 Follow-up, Facebook Earnings, Hedging the Future of Advertising
From a business perspective, Snapchat isn’t like Apple at all. Then, Facebook further unveils its video strategy, and continues to invest in what may be the future of advertising.
Apple Earnings, Fitbit Earnings, Nintendo Earnings
Apple’s earnings showed slowing growth but a seemingly impenetrable moat; Fitbit, meanwhile, is in very bad shape, while Nintendo is learning harsh truths about the smartphone market
Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.
Twitter/Snapchat/Instagram Follow-up; LINE Earnings; Samsung Batteries, Monopsony Power, Earnings
More evidence of faltering Snapchat growth, and a cautionary tale from LINE. Then, lots of news from Samsung, a company doing much better than most think.
The Future of Enterprise Software, Atlassian Earnings, An Interview with Scott Farquhar
What does the future of enterprise software look like? Atlassian has an idea, so I interviewed their CEO.