Mergers and Acquisitions
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The Future of Podcasting
Podcasting is stuck between the open model of the past and the push for monetization in the future. Might there be a third way that actually benefits publishers?
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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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Marriott Acquires Starwood, Online Travel Agents and Aggregation, Surviving as an Incumbent
The impact of the Internet continues to reverberate: in this case, there is a clear link between Aggregation Theory and the tie-up between Marriott and Starwood.
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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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AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic
Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.
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Okta is a Unicorn, BlackBerry Acquires Good Technologies
Okta is an important company in part because what their existence says about Microsoft’s challenges in the enterprise space. Plus, Blackberry acquires Good Technology, making them the market leader in device management.
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Airbnb’s Externalities, Sharing and Culture, PayPal Acquires Xoom
Yesterday’s discussion of Airbnb was in part focused on the broader implications of the sharing economy. Truthfully, though, Airbnb deserves more attention for its externalities — it is in many ways more radical than Uber. It’s also not clear it will work in every culture. Then, a brief discussion of Paypal and Xoom and how different…