PRODUCTS & SERVICES
Video
Netflix published yesterday their worst quarterly results ever, with a decline (-130K in 2Q19) in US subscriptions, apparently linked to recent price increases. Total net adds where +2.7m…
Connectivity
Sprint presented their 1Q19 results yesterday, and they seem fully committed to show regulators that they cannot survive by themselves (without merging with T-Mobile). They announced…
Advertising
With Facebook and (to a lesser extent) Google under increasing public pressure, Amazon is emerging as a digital advertising powerhouse. This could provide $28bn revenues for them by…
Content
Massively successful video game Fortnite, already played by 125m people, is officially the most profitable free game ever, in terms of generated revenues, with a new record of $318m in just…
Cloud
As massive growth in data generation changes big data economics and makes it prohibitive to send all these data to the centralized cloud, leading cloud vendors (Amazon, Microsoft, Google) are…
RETAIL
High-end US department store Nordstrom, under pressure from Amazon, is now trying to fight this by changing the user experience at stores through high-tech (e.g. self-service return bins, VR to check how new clothes look). Underlying…