Tech geeks and financial media wonks focus on the wrong factors at Yahoo. Pay attention to Yahoo! Screen -- it will become Mayer's game-changing legacy.
Given the opportunity that lies ahead for HBO, Time Warner would make a huge mistake letting HBO go. Jeff Bewkes would be better off divesting CNN for free.
Don't ignore the writing on the wall. Microsoft might be a good investment today, but Apple will render it a shell of its former self tomorrow.
Barring a buyout, expect Pandora to move big on data now -- or never.
Recent data suggests a scary conclusion for Microsoft -- business customers might be moving away from Windows/Office pursuant to employee demand.
Standalone streamers such as Beats Music and Songza can only put the hurt on Pandora if Apple and Google properly leverage these assets.
The day after Google buys Songza, a leading Internet radio analyst argues that Pandora is losing its competitive advantage quick.
In public, Pandora claims moves by Spotify, Apple and traditional radio will have no impact on its business. The company really cannot believe this propaganda behind closed doors.
It's official: Google adds Songza to its streaming music portfolio. It's curious why Amazon would not have made this move.
Consumers and investors reap the benefits of an environment that's not as much about delivering revenue and profits as it is about becoming a ubiquitous consumer presence.