Results 1 - 10 of about 68:

Ben Thompson / Stratechery:
As Apple argues that unit sales are the wrong way to understand its business, it needs to start reporting the numbers of active customers and revenue per user   —  While the saying goes that “No news is good news,” in the case of Apple it turns out that “News about no news is bad news.”  From Bloomberg:
Nov 5, 2018, 1:45 PMIn context
Ben Thompson / Stratechery:
In an attempt to recreate its success from the '90s, IBM has bought Red Hat; it's not clear, though, that the company or the market are the same   —  The best way to understand how it is Red Hat built a multi-billion dollar business off of open source software is to start with IBM.
Oct 29, 2018, 1:35 PMIn context
Ben Thompson / Stratechery:
VR is a deliberate and all-consuming activity, making Facebook's Oculus acquisition puzzling, as Facebook's strength is mindless and casual usage   —  Facebook, believe it or not, has actually made virtual reality better, at least from one perspective.  —  My first VR device was PlayStation VR …
Oct 25, 2018, 6:40 AMIn context
Ben Thompson / Stratechery:
A look at the battle between Apple, Google, Amazon, and Facebook for dominance in the home, and their respective strategies, strengths, and weaknesses   —  If the first stage of competition in consumer technology was the race to be the computer users went to (won by Microsoft and the PC) …
Oct 10, 2018, 3:25 PMIn context
Ben Thompson / Stratechery:
Kevin Systrom had the CEO title, but Zuckerberg controlled Instagram's destiny, with unwavering focus on building a great business, not simply a great product   —  In the hours after The New York Times broke the story that Instagram co-founders Kevin Systrom and Mike Krieger had resigned from Instagram …
Sep 25, 2018, 5:10 PMIn context
Ben Thompson / Stratechery:
iPhones are the closest thing to a hardware annuity stream tech has ever seen, as they're a known quantity, dependable, and nearly all users will buy again   —  Apple released a new flagship iPhone yesterday, the iPhone XS.  This isn't exactly ground-breaking news: it is exactly what the company …
Sep 13, 2018, 9:10 AMIn context
Ben Thompson / Stratechery:
Instagram Stories are as good, if not better, than Snapchat's, but that may present a short-term problem for Facebook as users spend less time on News Feeds   —  This is hardly the first Stratechery article about Facebook to start with Snapchat.  The “camera company” née social network …
Aug 14, 2018, 4:20 PMIn context
Ben Thompson / Stratechery:
Q&A with Patreon CEO Jack Conte and Memberful CEO Drew Strojny on Patreon's acquisition of Memberful, building an SaaS startup, and the history of the companies   —  Long-time Stratechery members may recall that three years ago — a year into the Daily Update — I ripped …
Aug 8, 2018, 5:05 PMIn context
Ben Thompson / Stratechery:
Despite Facebook's disappointing Q2 earnings, its moats are deeper than ever and its money-making potential is not only huge but growing   —  While I was mostly unplugged on my vacation last week, with the news of Facebook's disappointing earnings report and subsequent stock decline …
Jul 31, 2018, 2:40 AMIn context
Ben Thompson / Stratechery:
Intel's integrated model served it well for 35 years, but in the mobile era, is a straitjacket hemming in the chip maker   —  Last week Brian Krzanich resigned as the CEO of Intel after violating the company's non-fraternization policy.  The details of Krzanich's departure, though …
Jun 25, 2018, 1:40 PMIn context

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