Tag: software design

Share Repurchase Activity Is Accelerating at The Expense of Investing for Growth

Share Repurchase Activity Is Accelerating at The Expense of Investing for Growth

Technology companies are accelerating share repurchase activity in the face of economic uncertainty and record high share prices. This runs counter to our preference which is to invest for long-term growth. Apple (AAPL) spent $72 billion on share repurchases in the fiscal year ended September 30th, up from $67 billion last year. AAPL cash flows. … Continue reading Share Repurchase Activity Is Accelerating at The Expense of Investing for Growth

Enterprise Technology CEOs Struggle to Adapt to The “Consumerization” of Tech

Enterprise Technology CEOs Struggle to Adapt to The “Consumerization” of Tech

Many CEOs with deep Enterprise Technology experience have struggled to adapt to the "consumerization" of Tech. We have seen this phenomenon a number of times within the Enterprise Software industry. A common scenario is as follows: A Board of Directors recruits a "battle-tested" Software CEO. A "Battle-tested CEO" often means that 70-80% of that CEO's … Continue reading Enterprise Technology CEOs Struggle to Adapt to The “Consumerization” of Tech

Microsoft’s Open Design Strategy Has Its Roots in Auto

Microsoft’s Open Design Strategy Has Its Roots in Auto

Microsoft's product design strategy borrows from the automobile industry Microsoft is a different beast under CEO Satya Nadella. One of the most profound changes under Nadella has been the way in which the company builds products. In the past, small independent teams would create new Microsoft products in a vacuum - not dissimilar to experiments … Continue reading Microsoft’s Open Design Strategy Has Its Roots in Auto