-
Platformonomics TGIF #137: August 7, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Summer is flying by… News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle We’ve written at length about the financial risks of Oracle’s Hail Mary scramble…
Get Platformonomics Updates By Email
-
Do Not Call: Robodialer Retaliation Coming Soon?
I despise robodialers and their political masters who exempt themselves from the popular Do Not Call legislation. At one point in these pages I dreamed of retaliating in kind against those who wield them: Retaliate in kind – I could imagine a new service that lets you sic your own robodialer on the people who…
-
Amazon: Retailer or Platform Company?
Amazon’s App Store for Android has been denounced as “Rotten To The Core” by Shifty Jelly, a small Australian developer. It would be safe to say Shifty Jelly’s experience as the “Free App of the Day” didn’t meet their expectations. The headline complaint was that developers don’t actually get paid by Amazon when they’re the…
-
A Tale of Two Stocks
IBM MSFT Revenue (TTM) $101.62 billion $68.62 billion Profit (TTM) $15.1 billion $21.79 billion Net Margin 14.9% 31.8% Price/Earnings 14.28 9.72 Forward P/E 11.67 8.84 Price/Sales 2.03 3.01 PE/Growth 1.33 0.9 Price/FCF 19.19 10.74 Dividend Yield 1.76% 2.61% Debt/Equity 1.33 0.22 EPS 5 yr growth 18.59% 13.34% Revenue 5 yr growth 1.85% 9.45% Source:…
-
Fun With Numbers: New York Times Digital Subscriptions Edition
We run the numbers so you don’t have. There are four new options: Plan Description Rate (every four weeks) Free 20 free articles a month plus unlimited access to the home page, section fronts, blog fronts and classified. Plus free access via search engines, the Facebook and Twitter. $0 NYTIMES.COM + Smartphone app Unlimited access…
-
Strategic Sprawl, We Do It All
HP’s new CEO has unveiled his strategy for the company. The debut was accompanied by an epic press release. Some of my favorite parts: “Connected World” – hopefully Paul Allen won’t call from the 1990s and ask for his strategy back. “…its vision to provide seamless, secure, context-aware experiences for the connected world” – it…