SendGrid IPOs, The Nintendo Marios

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 Buys King Digital, EA and the Disruption Narrative, Apple TV Gaming

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?

Daily Update: Nintendo to Build Smartphone Games

Good morning, There I was, working merrily on my promised Twitter/Meerkat piece, when truly shocking news came down the pipe. I got rather distracted by an event that perhaps isn’t that important big picture, but sure means a lot to the little boy in me. On to the update: Nintendo to Build Smartphone Games One […]

Microsoft’s Good (and Potentially Great) Minecraft Acquisition

It’s difficult to overstate what a big deal Minecraft is. It’s the third best-selling game of all time behind Tetris and Wii Sports, and unlike the latter especially, it is a remarkably sticky experience: the vast majority of customers (over 90 percent on PC, according to Microsoft) sign in every single month. Were Microsoft to […]

Daily Update: What Consoles Say About iPads, Uber Opens API, The Samsung Nook

Good morning, Yesterday I wrote about my changing view on consoles in a piece called Games and Good Enough. As most of you may recall, last June I argued that consoles would soon be disrupted. Now I’ve changed my mind; I suspect that consoles will in fact safely own the high end of the gaming […]