Snap’s earnings were far worse than expected: not only is user growth slowing, but so is revenue. The company needs to build a real business far more quickly.
Facebook Earnings, Advertisers Won’t Save Local News, Bret Stephens and the NYT Business Model
Facebook’s earnings show that the company’s ads are differentiated. Then, advertisers won’t save local news, and a reminder that publications need to match their journalism with their business model.
Apple’s China Problem
Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.
Twitter Earnings, Twitter’s Video Push, Amazon Earnings
Twitter’s earnings were encouraging when it comes to user growth, but the company’s focus on video is a disappointment. Then, Amazon’s earnings were mixed: AWS has competition, but e-commerce is dominant.
Alphabet Earnings; Revisiting Peak Google, Again; How Mobile Helps Google
Google had another stellar quarter; was Peak Google wrong, or did I just underestimate mobile?
Wikitribune, Apple Cuts Affiliate Fees, Netflix Earnings
Wikitribune is betting on scale in a way that most news organizations can’t comprehend. Then, Apple is keeping more of the pie for itself, and Netflix is getting loose with definitions.
Mulesoft IPO, Okta S-1, Cohort Analysis in S-1s
Mulesoft and Okta are two examples of companies that are not just software-as-a-service companies themselves, but enablers of more. That should make traditional vendors nervous.
Intel, Mobileye, and Smiling Curves
Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.
Google Next, Box Earnings
The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?
DistroKid, The “Publisher’s Right”, Shopify Results
Distrokid is small, but it’s a powerful example of the how distribution is not a value-add, the implications of which European publishers have yet to learn. It’s a lesson that doesn’t just apply to media, either.