Good morning, A few quick bits of housekeeping: First off, I’ve heard from enough people that they really don’t want to get articles in their email. I’m going to have a think about the best way to proceed Secondly, I’m going to put a brief note up on Stratechery later today announcing some of theSubscribe […]
Daily Update: Qualcomm’s Challenges, Uber’s Potential
Good morning, A quick update about the transition to a single membership level: Monthly Access members ($30/month) have all been transitioned to a standard Daily Update subscription ($10/month). I have prorated your payment and applied credit to future billings. If you would prefer a refund (the amounts will range from $1 to $20), please contactSubscribe […]
Daily Update: Tim Cook’s Announcement; Twitter Changes, Again; Nintendo’s Turnaround
Good morning, Today’s update is a little long, so I’ll just get started: Tim Cook’s Announcement Tim Cook publicly came out as gay in an essay that was published in Bloomberg Businessweek. Please read the whole thing if you have not. I feel it a disservice to break out even a paragraph. I myself haveSubscribe […]
Daily Update: A Tale of Three Smartphone Makers, Microsoft Health and the Microsoft Band
Good morning, There was a fair bit of Apple Pay news today, including conflicting reports about whether or not retailers can easily leave MCX, as well the fact that MCX got hacked (oops). All good news for Apple, in my estimation. James Allworth and I spent over an hour discussing it on a new episodeSubscribe […]
Daily Update: The Twitter Mismatch; Microsoft Cuts the Xbox Price, Again; The Office Platform
Good morning, Let’s get to it – on to the update: The Twitter Mismatch Twitter reported its third-quarter results yesterday. From the Wall Street Journal: One year after its initial public offering, Twitter Inc. is still having a hard time convincing investors to look beyond one touchy metric: user growth. The social-media company reported MondaySubscribe […]
Daily Update: Microsoft Earnings and Surface’s Alleged Success, Amazon Earnings and the Fire Fantasy, The End of the Apple-GT Advanced Saga
Good morning, I hope you’ll forgive a longer update today: as you can see from the title, I’ve written something of a young-adult fiction trilogy. On to the update: Microsoft Earnings and Surface’s Alleged Success Microsoft reported its earnings yesterday and they were on balance very good. From Bloomberg: Microsoft Corp.’s quarterly sales topped estimatesSubscribe […]
Daily Update: Apple Earning, Apple Pay Launches
Good morning, I’m finally set up in the new place, albeit a couple of hours late. Thanks again for your patience both yesterday and today. I look forward to getting back up to speed. Today I’m focusing on Apple’s earnings and the Apple Pay rollout; I’ll catch up on some other items tomorrow, including IBM.Subscribe […]
Daily Update: Apple’s October Event – Why It Impressed, Notes and Observations
Good morning, I’m working on the HBO piece, but given that I’m moving house this weekend (Ugh!) I’m not sure if I’ll be able to get it out today. However, we do cover the topic on the next episode of Exponent, which will be out in a few hours. While today’s update is focused onSubscribe […]
Daily Update: Microsoft’s Misguided iPad Response, Netflix Reports Results, Google Updates Nexus
Good morning, The news of the day was certainly the fact that HBO is planning to sell subscriptions directly to customers. It’s a big deal, but the reaction among tech folks has been way over the top; this is not the beginning of the end of the cable bundle, for all the same reasons ISubscribe […]
Daily Update: Hailo Exits North America, Intel Earnings, Macworld Expo is Over
Good morning, I apologize for the lack of pieces on the main Stratechery blog this week; we’re moving house, and it’s all a bit hectic. I should have something up later today. On to the update: Hailo Exits North America One of the most persistent criticisms of Uber has been that it will face anSubscribe […]