Earnings
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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
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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.
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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.
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The Great Unbundling Follow-Up, Netflix Earnings, The New York Times 2020 Report
The current TV model is exceptionally strong, but its weaknesses are correlated. Then, Netflix continues to demonstrate the power of Aggregation Theory, and the New York Times impresses with its focus on the business side of journalism.
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Why Apple Shouldn’t Buy Netflix, Amazon Earnings
A follow-up to yesterday’s weekly article that Apple Should Buy Netflix, then a look at Amazon’s earnings.
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Apple Earnings, The End of Google Fiber
Apple reports solid earnings with good news for the iPhone, while Google pulls the plug on Fiber.