Earnings
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Apple’s Run, Apple Earnings and the iPhone Upgrade Cycle, The iPhone in China
Apple had an amazing run, but now there are very real questions about the iPhone, in no small part because Apple itself doesn’t seem sure what is going on.
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Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
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Microsoft SQL Server to Run on Linux, Box’s Great Quarter
Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.
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Microsoft Earnings, Microsoft Acquires Xamarin, Microsoft Discontinues Android App Bridge
A long-delayed analysis of Microsoft’s most-recent earnings, which gives color to the company’s recent acquisition of Xamarin, and why the future is looking bright.
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Follow-up, Snapchat’s Deal with Viacom, Verizon Exploring Yahoo Purchase, Disney
Follow-up on The Reality of Missing Out, including why I’m worried about Pinterest. Than, why I’m a bit wary of Snapchat’s deal with Viacom, but a believer in the idea of Verizon buying Yahoo. Finally, a reiteration of my Disney optimism.
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Twitter Follow-up, Apple’s Good Earnings, Apple is Not a Services Company
Understanding why Twitter failed has strategic implications today. Then, Apple’s earnings were better than they looked, but despite the CFO’s protestations, they are still not a services company.
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Why ESPN Was Justified in Killing Grantland, Did ESPN Overpay for Sports Rights?, Disney Earnings
I’ve spent time on Grantland’s potential, but did ESPN really make a mistake by not taking advantage? I say no — the mistake was Grantland’s. Still, has ESPN stretched itself too thin, or might there be a method to their seeming madness when it comes to sports fees? Disney’s earnings — particularly CEO Bob Iger’s comments…