Microsoft

Why Microsoft’s Bundles Are So Powerful. As Slack Found Out. (Tech Strategy – Podcast 212)

In the latest episode of the Tech Strategy podcast, Jeffrey Towson delves into Microsoft’s use of bundles to launch Teams. And dethrone Slack. With Azure’s cloud services gaining market share and AI tools like Sales Copilot and GitHub Copilot driving productivity, Microsoft remains a tech powerhouse. As a digital strategy consultant, Towson highlights how Microsoft’s strategic moves are redefining the industry landscape.

How BYD Auto Plans to Win (2 of 2) (Tech Strategy – Daily Article)

BYD Auto is one of the most successful electric vehicle makers in China and the world. In this article, Jeff Towson explains how the company uses its technology strategy to create competitive advantages in four key areas: batteries, motors, electronics, and software. He also discusses the challenges and opportunities that BYD Auto faces in the rapidly evolving EV market.

Expedia’s Painful Lessons in Money Wars and Other China Tactics. Plus Morgan Stanley.

Expedia’s experience in China is a cautionary tale for any foreign company entering the market. The company made a number of mistakes, including failing to adapt to Chinese culture and underestimating the competition. However, there are also some lessons to be learned from Morgan Stanley, which has been successful in China.

While Luckin Fights Starbucks, HeyTea Has Lines Out the Door in China (2 of 2)

In Part 1, I argued that Starbucks China most interesting competitor is not Luckin Coffee. It is HeyTea, an upscale Starbucks-type business focused on tea (something Chinese consumers really, really like). And to their credit, HeyTea appears to be mostly focusing not on digital innovation but on product development and continually thrilling their customers. Which […]

Can Hello Bike Become a Mini Didi? A Mini Meituan? (Asia Tech Strategy – Daily Update)

Take-Away 1: Hello bike-sharing is a marginally profitable, small services business. Its recent shift to ebikes (and subscriptions) is increasing its revenue and making it more defendable. But it is also changing the economics. Take-Away 2: Hello is trying to build a platform business model on its large user base. A marketplace for mobility (like […]

To access this post, you must log in as a member, purchase Subscriptions.

My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (Tech Strategy – Podcast 24)

In this podcast, Jeffrey Towson discusses Huawei’s financial performance in 2019, as well as the recent fraud scandal at Luckin Coffee. He argues that Huawei’s strong financial performance is a sign of its resilience, and that the Luckin Coffee scandal is a reminder of the risks of investing in Chinese tech stocks. For example, he notes that Huawei’s revenue grew by 19% in 2019, despite the US government’s restrictions on its business.