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Business model design

Tech Titans

Tech Titans for Busy 2Q2022 Alphabet Amazon Apple Meta MSFT

Tech titans no longer traveling as a pack These companies known as MAAMA are not traveling as a pack. You need to take a look at who the Tech Titans truly are these days to understand that it’s not the products, the financial news, the general media, or the regulators who are dictating who the Tech Titans become. Most of these giants grew on topline revenue, and have clearly chosen to Read More

Tech Titans for Busy People 4Q2021 Alphabet Amazon Apple Meta Microsoft

Tech Titans 1Q2021 The Last Days of Tech Titans? Last year was amazing if you were a Tech Titan.  Facebook bombed. Apple crushed it. Amazon confusing. They are no longer traveling as a market cap pack. Negative number: Amazon free cash flow is going south. On purpose. Spending into the holiday supply chain. But what will happen next? Special bonus: a review of the tech titan’s mountain of cash spending Read More

Tech Giants 2Q2021

Once again, extraordinary, jawdropping, beyond-expectations results. Regulators circle, looking for places to cut these giants into parts – we’ll see if that works now that we have regulators who understand business models. Facebook may be reaching limits of growth. *not investment advice* Amazon: Facebook: Alphabet Apple  

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Tech Titans for Busy People Amazon Alphabet Q Reports

If You Blink You Might Miss the Tech Titans Spoiler alert: Bezos moves up to Executive Chairman and on to colonize space. Of course they had a blow-out quarter, all of their business models firing on all cylinders. Bezos goes out claiming victory in normalcy and yawns. In comparison, Alphabet pulls off a fine quarter but indeed in comparison, a bit of a yawn, because the future without Bezos we Read More

Tech Titans for Busy People Apple Facebook Q Reports

If You Blink You Might Miss the Tech Titans Cook spoke of social justice and supporting black entrepreneurs with cash. Zuckerberg tweaked the mission. But the real story is the massive revenue spikes in both companies who reported record breaking quarters.

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Tech Giants for Busy People 3Q2020

Who has time to follow the financial news of the Tech Giants? I do! It’s a hobby of mine. And they’ve made it so easy- all 4 of the GAFA brigade reported their earnings just a few hours ago. Despite congressional inquiries, antitrust lawsuits, and fears that these companies are destroying democracy we can’t seem to turn away from Facebook, Apple, Amazon, and Google. They are all “killing it.” The Read More

Facebook Business Model Teardown

Image credit: Morning Brew on Unsplash Facebook Flywheel Timeline Business Model Tear Down Facebook seems more complicated than it is. Of all of the Tech Titans, Facebook has the simplest business model. Business model innovation can be understood as a factor of three physical forces: waves, flywheels, and business models themselves. Facebook Flywheel 1 – 2 2004-2007 Flywheel 1 CONNECT STUDENTS ON CAMPUS Flywheel 2 PROVIDE ADS TO BRANDS Flywheel Read More

Netflix Flywheel Business Model Teardown

Netflix Flywheel Timeline Business Model Tear Down It’s hard to understand how tech giant business models work. We give companies like Netflix simple stories like “subscription” and leave it at that. Netflix indeed is one of the simplest of the top 10 tech companies in terms of having an open and fairly transparent business model. But let’s take a deeper look. Business model innovation can be understood as a factor Read More

Tech Giant Acquisitions

Amazon, Facebook, and Alphabet Acquisitions! Each tech giant moves with different strategies as they scoop up rivals, talent, and make big moves.   Key takeaways: Apple looks for value and high signal steps Google and Facebook scoop up many tiny companies for talent and also to prevent rivals Google and Facebook have slowed their acquisitions in 2019 with looming threats Facebook just added their name to Instagram to further cement Read More

Facebook FY 2018 Free Business Model Advice for Mark Z.

This is the second in the Tech Titans Series. Sign up to get the most recent Tech Titans and upcoming reports. We turn our attention to Facebook’s 2018 Year End financials. Did you give up Facebook after the privacy, democracy, and lobbying issues Facebook faced last year? Well, you didn’t put a dent in their financials. Yet as Facebook turns 15 this year, let’s give some free business model advice Read More