Apple acquired Texture and is taking the last, best shot at building a digital text bundle.
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.
Twitter Earnings; The End of TellApart; Direct Versus Brand Marketing, and Size
Twitter’s earnings were both less and more impressive than they appeared; plus, a lesson I have learned about direct versus brand advertising, and what it means for both Twitter and Snap.
Snap Earnings, Fox Signs Deal for Thursday NFL Football, The Sports Linchpin and Snap et al.
Snap had strong results that build on progress made last quarter; the company is looking less like Twitter, at least for now. Then, FOX spends on football, even as the Sports Linchpin weakens.
Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down
Is Apple setting itself up for disruption, or will its integration lead to more markets? Its earnings offer evidence in both directions, and worrisome China results. Then, Kazuo Hirai steps down after setting Sony on the only sustainable path.
Google Earnings, Amazon Earnings
Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).
Facebook Earnings, Microsoft Earnings
Amazon Health was not about the health insurance industry, but about Amazon. Then, Facebook’s earnings were stronger than most appreciate (and as predicted), while Microsoft’s hybrid strategy continues to pay off.
Fixing the Conclusion, Licensing Amazon Go and Self-Checkout, Netflix Earnings
Fixing the conclusion of Amazon Go and the Future, and why I don’t think Amazon Go’s technology is a primitive. Then, Netflix continues to be an aggregator, and other notes from the company’s earnings.
An Interview With Facebook Vice-President of News Feed Adam Mosseri
An interview with Facebook Vice-President of News Feed Adam Mosseri about Facebook’s just-announced changes to the News Feed algorithm
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?