Good morning, First off, I had a new post on Stratechery on Wednesday about the Apple-IBM deal called Big Blue and Apple’s Soul. Check it out if you missed it. Secondly, I am having meetups for Access members in New York (8/1), Chicago (7/31) and Madison (TBD) over the next couple of weeks. I haveSubscribe […]
Daily Update: Facebook Crushes Earnings Again, Qualcomm’s China Problem
Good morning, Only two updates today, because both are big ones, and I don’t want to wear you out! Earnings week continues with two very interesting results from Facebook and Qualcomm. On to the updates: Facebook Crushes Earnings Again From Bloomberg: Sales rose to $2.91 billion for the period from $1.81 billion a year earlier,Subscribe […]
Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
Good morning, I apologize that today’s update is coming in a bit late, but I trust it will be worth it! Yesterday was a double-header with both Apple and Microsoft reporting results. I’ll take both in turn, but I think one of the more interesting takeaways comes from looking at them together. On to theSubscribe […]
Daily Update: LINE IPO, Kindle Unlimited, Apple and China
Good morning, I am back from vacation, although I can’t say I picked the ideal week for it, particularly given the dual Microsoft memos as well as the Apple-IBM deal. I plan to write about both on the main site this week. In the meantime, there are lots of earnings results this week; I’m hopingSubscribe […]
Daily Update: Amazon’s Strengths, Weaknesses, Threats and Opportunities
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Facebook’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Google’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Apple’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Microsoft’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Breaking Down Satya Nadella’s Letter
Good morning, I apologize today’s update is a bit late; I’ve been struggling with a bit of Stratechery technical debt (specifically the apparently broken login on the membership page). Still, I suppose that’s a fitting segue for today’s single topic, Microsoft. Breaking Down Satya Nadella’s Open Letter Let me cut you off at the pass:Subscribe […]