Earnings
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Activision Blizzard Buys King Digital, EA and the Disruption Narrative, Apple TV Gaming
Activision Blizzard is buying King, the makers of Candy Crush Saga; the mobile games maker is probably worth more to a company like Activision Blizzard than they are by themselves. Plus, both EA and Activision Blizzard beat earnings expectations — does that mean the gaming disruption narrative is wrong?
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Stop Doubting the iPhone, The Macintosh Company
There have always been iPhone bears, but the latest set seems to be ignoring reality. Plus, the amazing success of the Mac and what that means for the iPhone.
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Google Earnings and the Shift to Mobile, The Steve Jobs Movie
Google provided another set of strong earnings, and a return to their roots — search — is the biggest reason why. Plus, my review of the Steve Jobs movie.
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Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat
As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.
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YouTube Red, Yahoo Stumbles
YouTube Red doesn’t make much sense at first glance, but there might be something there if Google goes all in. Plus, the sad end of Yahoo.
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Meetup Information; LinkedIn Beats, Slumps; Samsung’s Shift Continues; Sony’s Specialization
LinkedIn and Samsung both had negative reactions to their earnings, but both are in the middle of a shift to a better position going forward; Sony’s results were worse on an absolute basis but better received because they’ve already gone through the hard work of focusing on what works. Plus, meetup information for Chicago, New York,…