May 31, 20181 minMary Meeker's 2018 Internet Trends ReportMary Meekers annual report on Internet Trends is out (this started in 1995). Recode has the report, a very top-line summary, and the...
Apr 6, 20183 minWhy Would Netflix Buy a Billboard Company?According to Reuters Netflix has bid $300 million to buy an outdoor advertising company (L.A. based Regency Outdoor Advertising). The...
Mar 22, 20183 minRoku Q4 Post-Mortem: Beauty remains in the Eye of the BeholderNumbers reflected strong growth, with the exception of hardware revenue. Guidance reveals little, and the bull and bear cases remain...