Events
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Box Earnings, Box’s Microsoft Problem, Dropbox Earnings
Box’s earnings are being framed in the context of Dropbox, but the real competitor is Microsoft. Dropbox, meanwhile, is charting a different path.
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Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles
Walmart’s earning suggest that the company’s online grocery business is doing well, even while Amazon struggles. This is not a surprise, given the two companies points of integration.
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Amazon Acquires Eero, Owning the Home, Amazon Earnings
Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.
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Google “Other Bets” Follow-up, Angela Ahrendts Out at Apple, Microsoft Earnings
Does Angela Ahrendts’ departure from Apple signify a pivot in retail? Then, Microsoft’s earnings highlighted how the company has benefited from its focus on being a horizontal company.
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Google Earnings, Other Bets Compensation, 30% and Smartphone Competition
Google’s Earnings are increasingly problematic because the company doesn’t break out critical information about its business. Then, Other Bets compensation, and why Google’s 30% App Store take shows Apple’s power.
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Apple Earnings, Apple the Services Company (for Real!)
Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.
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China Blocks Bing; Tencent, China, and Apple; Atlassian Earnings
China blocks Bing, which raises more questions for the most successful foreign service provider in China: Apple. Then, Tencent gets some games approved, and how Atlassian and Netflix are similar.
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Satya Nadella on Microsoft
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
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AWS:reInvent and Outposts, AWS and Machine Learning; YouTube Retreats on Premium Video
The AWS re:Invent conference had two important themes: the importance of hybrid offerings and machine learnings; then, unsurprisingly, YouTube’s premium video efforts ended up not working out.