Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Fearing Spotify?, Apple’s Earnings, Margins and Chips
Why I’m not worried about Spotify, plus Apple’s earnings, including why the M1 might be helping margins.
Netflix Earnings, Competition and Buybacks, Sony Signs Netflix Deal
Netflix grew more slowly than it expected because it had fewer hits than it expected; then, Sony is winning in streaming by not playing.
Google Earnings, Google’s Response to ATT, Google Cloud Losses
Google’s earnings were impressive, but the company should disclose even more. Meanwhile, the problem with following Apple’s lead on ATT is it’s anticompetitive.
Facebook’s Earnings, Zuckerberg vs. Cook, Apple and Facebook Parallels
Zooming in on Facebook’s earnings, and zooming out on the unfolding fight between Apple and Facebook and their chief executives.
Apple Earnings, An Interview with Jay Goldberg About Chips and Intel
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
Netflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Tech Earnings, Google’s Earnings, Apple’s China Question
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.