Netflix’s Advertising Ambitions
Consumers are feeling the pain of inflation. Yesterday, AT&T reported that its wireless customers are having trouble paying their
Stock-Based Compensation: Friend or Foe?
In the border skirmish separating so-called “growth” from “value investors,” few topics spark a more heated battle than that of
Unity: Doesn’t Add Up
This is a follow-up to yesterday’s post on the Unity/ironSource merger announcement.
The most two most salient points
Unity + ironSource: A Look at the Deal
Yesterday, Unity announced the acquisition of ironSource in an all-stock deal. Unity is a game engine with a dominant position
Twilio’s Go to Market Evolution
This is a follow-up to yesterday’s post on Twilio’s margin pressures, the growing apps business, and what this
Twilio: Racing Up the Stack?
Erstwhile Columbia professor Bruce Greenwald, in his book Competition Demystified, wrote that over time even products and services that initially
Upstart’s Credibility Gap
Summary: What Upstart Network is, the credibility gap that emerged from repeated revenue guide misses and putting loans on its
