Sometimes analysis is about what will happen, not what should happen. Then, two big acquisitions in the data analytics face: Google’s purchase of Looker makes sense, while Salesforce is paying a steep price for Tableau.
Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.
While there is reason to be concerned about the long-run future of VC-funded OSS, MongoDB is in pretty good shape thanks to its hosted service. Then, AWS and platform incentives, and why battery replacements may have hurt iPhone sales.
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.