Mobile
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Apple Versus the FBI, Understanding iPhone Encryption, The Risks for Apple and Encryption
Apple is in a face-off with the FBI; understanding what is at issue, and the long-term risks Apple faces.
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Twitter Follow-up, Apple’s Good Earnings, Apple is Not a Services Company
Understanding why Twitter failed has strategic implications today. Then, Apple’s earnings were better than they looked, but despite the CFO’s protestations, they are still not a services company.
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Twitter’s Shakeup, So You Wanted a Turnaround, Google’s Android Finances
There was another executive shakeup at Twitter, which probably shouldn’t have been a surprise. Plus, Oracle has revealed new numbers about Android that highlight just how little Google probably makes on mobile search.
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Xiaomi’s Struggles, Samsung Hardware Rumors
Xiaomi is struggling to justify its valuation; in fact there have been signs for a long time that their valuation was unrealistic all along. Plus, Samsung returns to hardware differentiation.
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Netflix Goes Global, iPhone Worry
Netflix’s surprising announcement that the company was extending its service to nearly every country on earth was impressive in its execution, what it said about the company’s strategy, and it raised interesting points about Aggregation Theory and Netflix’s future opportunities. Plus, there is a lot of smoke when it comes to worries about the iPhone.
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Google and the Shift From Web to Apps, Indexing App-Only Content, Streaming Apps
Phase one of the shift from web to apps was a problem for Google, but a solvable one. Phase two, though, is much more of an existential threat.