Events
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Amazon “HQ2” Choice, Disney Earnings, Disney’s Hulu Plan
Amazon’s HQ2 process deserves the most cynical of lenses. Then, Disney revealed more details of their streaming service, with a surprising focus on Hulu — and linear TV.
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The Experience Economy
SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.
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Qualcomm Loses Preliminary Judgment; Qualcomm Earnings; More on Netflix and MVPDs
A federal judge rules against Qualcomm in a clear victory for Apple, just another area where Qualcomm is struggling. Then, why is Netflix allowing itself to be commoditized, at least a bit, by MVPDs?
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Spotify Earnings; Spotify, Supply, and Acquiring Marginal Customers; Spotify’s Research and Development
Spotify’s earnings point to a disturbing trend of the company needing to spend to acquire marginal customers; this makes sense because the company does not have power over supply
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Apple Earnings; Apple, Tencent, and China; iPad Pro Reviews
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.
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IBM-Red Hat Follow-up, Microsoft Earnings, Amazon Earnings
More on IBM and Red Hat, then Microsoft and Amazon’s earnings.
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IBM’s Old Playbook
IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.