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.
Pokémon Go is a phenomena. What matters, though, is what it says about Nintendo and the way it might approach mobile going forward. Plus, what makes a good product, and why the augmented reality hype is both overblown yet justified.
Tesla offering to buy Solar City is why corporate governance matters. Then, a follow-up to yesterday’s piece on TV and why there is something much bigger going on, and why Tencent bought Supercell
I continue to think that CES is getting more interesting, thanks to the maturation of the smartphone. Then, the differences between augmented and virtual reality, and how that explains the resilience of video games.
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?
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 […]
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 the […]
Good morning, Until a few months ago gaming in general was a bit of a blind spot for me, and I think was hardly alone in that among technology observers. Still, it always bothered me that, for example, Apple spent so much time on gaming in their keynotes, yet I simply spaced out. So, as […]
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 […]
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 […]