07/20/15 - 09:39 AM EDT
Subscription and advertising approaches have both worked for Netflix and Google, respectively, but I like the security of a subscription model now.
07/09/15 - 11:41 AM EDT
It's much cheaper for Yahoo! to build its own business than to make a splashy acquisition.
07/06/15 - 12:12 PM EDT
Something has changed in the business. Management and the board must know that.
06/22/15 - 03:15 PM EDT
First Chris Sacca airs his complaints about Twitter in public, then today the Twitter board says they'll only consider CEO candidates who will be at Twitter full time. Strange times.
06/12/15 - 08:56 AM EDT
Dick Costolo decided to leave Twitter before he was pushed. Adam Bain seems like the best bet to replace him.
06/03/15 - 01:33 PM EDT
Yahoo!'s new deal to broadcast an NFL game this October might be the start of a bigger relationship with the NFL. That's good for Yahoo! and its shareholders.
05/29/15 - 04:54 PM EDT
The latest news report is that Intel will buy Altera next week, but a subsequent deal for Qualcomm is unlikely despite some strategic merit to the companies combining.
05/28/15 - 06:20 AM EDT
It's very easy not to realize how big some cataclysmic product is going to be when it first drops in our lap. That was the iPhone.
05/26/15 - 04:47 PM EDT
Twitter is considering buying Flipboard for $1 billion in stock. The company should pull the trigger and do it. Here's why.
05/22/15 - 03:17 PM EDT
A CNBC report says Microsoft and Salesforce broke off talks sometime earlier this spring. But the market sniffs out a deal to be had.