Business Strategy
Insights

Source: Unsplash Yes, Netflix can be free while also being the new cable bundle I have written extensively about Netflix and its possible free (ad) tier. Fast forward to today, the company has close to 40 million subscribers on its ad tier. It’s worth a short recap of what happened: 1/ Netflix’s announcement that its ad-supported (...)

Apple-iPad-Pro-Apple-Pencil-Pro-240507 Ipad Pro 2024 (Source: Apple) In a recent announcement, Apple unveiled its first AI-focused iPad and accompanying accessories + the ultra AI-capable M4 chip. As we’ve discussed in previous newsletters, Apple derives the majority of its revenue from iPhones, accounting for over 50% of its sales. The company has (...)

Source: Macrumors.com Ming-Chi Kuo (analyst) about the Appel’s Vision Pro supply chain: 1/ U.S. market demand Initially, Vision Pro saw a significant demand spike with pre-orders selling out soon after the opening on January 19th. However, demand quickly plateaued, leading to an improved shipping time of 3-5 days by early (...)

Photo source: OpenAI Prompt: Prompt: Several giant wooly mammoths approach treading through a snowy meadow, their long wooly fur lightly blows in the wind as they walk, snow covered trees and dramatic snow capped mountains in the distance, mid-afternoon light with wispy clouds and sun high in the distance creates (...)

Source: Spotify Spotify might be a bad investment stock despite reaching 236 million premium subscribers. Here are the key takeaways: 1/ Record growth in users and subscribers. Despite a year marked by operational challenges, Spotify achieved record growth, with a significant increase in both Premium subscribers and monthly active users. (...)

Source: Finshots   Satya Nadella marked his 10th year as Microsoft’s CEO His tenure as CEO of Microsoft, marking a decade of leadership, has been transformational for the company and the tech industry at large. His strategic vision and decisions have reshaped Microsoft into a more dynamic, forward-looking company. Here (...)