Perhaps the most surprising thing about the iPhone 6 is that Apple itself keeps getting it wrong. Plus, some observations about the Apple Watch and an appreciation of Satya Nadella.
Google’s Impressive Earnings, Ebay’s Uncertain Future
Google had great results that were impressive not just from a dollars and cents perspective, but also from a strategic perspective. Plus, brief thoughts on Ebay as it spins off Paypal.
Google’s Integration of Retail and Hotels, Facebook Page Shops, Netflix’s Earnings
Google’s “buy button” for ads and experiments in hotels fit the pattern of Internet-based disruption. Facebook, meanwhile, is meeting needs it itself created, and Netflix has started a virtuous cycle.
Cisco’s Results — and Future, Tencent’s Advertising Shift
Today’s update discusses how Cisco has seemingly responded to the threat of software-based networking, but why the future is more cloudy than outgoing CEO John Chambers thinks. Then, Tencent is slowly diversifying their business model, and it’s a big opportunity.
LinkedIn Misses, Sony’s Retreat
Good morning, The promised update to Stratechery is imminent — if all goes well, it will happen in the next 24 hours. I will include more details in tomorrow update, but the primary impact on subscribers is minimal. Specifically: Your Stratechery login will be your email address, not your old username The first time youSubscribe […]
Apple, China, and the Upper Middle Class; Apple Earnings; Apple Pay Coming to Best Buy
Good morning, A heads-up that there will be no Daily Update this Friday, May 1, as I will be taking the day off to go on a weekend trip with my family. On to the update: Apple, China, and the Upper Middle Class Apple had another record quarter, thanks primarily to China. I appreciated theSubscribe […]
Daily Update: Amazon, Microsoft, and Google Earnings
Good morning, The earnings onslaught continues. On to the update: Amazon Earnings Amazon’s management did a better job of avoiding income taxes this quarter: the company is back to its usual — and surely intentional — loss-making ways. From The Wall Street Journal: The Seattle company reported a loss despite rapidly rising sales, as itSubscribe […]
Daily Update: Facebook Earnings, Google Launches Project Fi
Good morning, Earnings season is here, plus a big(?) announcement from Google. On to the update: Facebook Earnings Facebook had another good quarter, and the stock is up…oh wait, just like last quarter the stock is down after-hours. Last quarter’s slide didn’t make sense at the time, and quickly reversed itself: as of yesterday’s closingSubscribe […]
Daily Update: The Samsung Galaxy S6, Samsung Pay, HTC: Industrial Design for Hire
Good morning, I apologize that this Daily Update is late; I’m actually posting from San Francisco, having just arrived on an overnight flight from Taipei. I’ll be up and down the West Coast for the next week, and plan on attending the Apple Watch event next Monday, so Daily Updates may be a bit irregular.Subscribe […]
Daily Update: Touch ID and Identity, Twitter Acquires Niche, Baidu Results Disappoint
Good morning, I am very sorry for the recent “Marked-as-spam” epidemic with the Daily Update. I’m working with MailChimp to implement some fixes, so hopefully the situation will improve soon. On to the update: Touch ID and Identity There was one very important technology I barely mentioned in yesterday’s piece about Apple’s New Market: TouchSubscribe […]