Epic’s FTC settlement is a reminder about the value of the App Store. Then, Netflix’s ad weakness is disappointing but not surprising, while the YouTube/NFL deal could have been worse for cable companies and other leagues.
Roblox announced an advertising platform; I’m skeptical about the value to brand advertisers, but that doesn’t mean it won’t be valuable to Roblox itself.
More Unity drama, which validates the ironSource deal. Then, games might not be recession proof, and why Amazon bought iRobot.
Breaking down Microsoft’s acquisition of Activision Blizzard, plus an interview with Microsoft Gaming CEO Phil Spencer
Facebook Gaming is perhaps the most innovative game streaming service; Apple should embrace it.
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
Drake was playing video games on Twitch, and it blew up: there is so much to unpack about games, new business models, Twitch, and asymmetrical returns on the Internet. (Plus, a brief note on that Siri article)
SendGrid’s IPO exemplifies a company that works: a SaaS offering that enables, and grows alongside, its customer. Then, the differing results for Super Mario Run and Super Mario Galaxy show the value in maximizing revenue amongst core customers.
Activision Blizzard is buying King, the makers of Candy Crush Saga; the mobile games maker is probably worth more to a company like Activision Blizzard than they are by themselves. Plus, both EA and Activision Blizzard beat earnings expectations — does that mean the gaming disruption narrative is wrong?