Mergers and Acquisitions
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The Cost of Developers
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
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Adobe Buys Magento, Podcast News, ZTE Deal Reportedly Reached
Adobe reached the logical endpoint of its digital ad build-out, but was the journey worth it? Then, news from the podcast world, and the potential resolution of the ZTE ban.
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Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.
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T-Mobile to Acquire Sprint, Microsoft Earnings
T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.
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Uber Acquires JUMP, Background on Bikes, Uber’s New Strategy?
Uber has acquired JUMP, the dockless e-bike company. It’s an acquisition that makes sense for both sides, and suggests that Uber has a more coherent strategy than previously.
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Salesforce Acquires Mulesoft, The Enterprise Cloud Opportunity, Salesforce’s Opportunity
Salesforce is acquiring Mulesoft. While the price seems high, there is a unique opportunity to be the integration layer in enterprise software.
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Apple Acquires Texture; The Problem with Magazines; Texture, Apple News, and Bundles
Apple acquired Texture and is taking the last, best shot at building a digital text bundle.
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Amazon Buys Ring, Ring’s Exit, Amazon’s Strategy and the Integration of the Home
Amazon is buying Ring: it makes sense for the latter to sell, and while the reasons for the former to buy are less obvious, they are equally compelling.
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Disney-Fox Deal Announced, Horizontal Antitrust, Whither Hulu
The Disney-21st Century Fox deal is official, and the antitrust questions continue to loom large: there are clear issues with regards to a horizontal merger, but is having a vertical competitor to Netflix worth it?