Inside Orchard Essays
The cornerstone of an Inside Orchard membership is access to Neil’s weekly essays on the latest developments in the technology industry. Essays are 900 words and sent via email on Thursdays. Essays revolve around the following topics: industry analysis, company / business model analysis, technology’s impact on societal and consumer trends. Sample essays can be viewed here, here and here.
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Snap Is a Feature, Not a Company
Snap positions itself as “a camera company.” It’s the first thing that a visitor to their website will likely see. On its Investor Relations page, the slogan can’t be missed. The aspirational messaging has served two functions for the company:
Attract talent intrigued by new opportunities that smartphone camera ubiquity has fueled.
Convince Wall Street investors that there is something deeper at play with Snap than just a communication platform (Snapchat) unable to match the scale found with larger competitors.
Last week, Snap reported 3Q22 results. They weren’t pretty.
An Inside Orchard subscription is required to continue reading this essay. Subscribers can read the essay here.
(Subscribers: The password for reading exclusive essays is always accessible by logging in and going to Downloads.)
Inside Orchard Subscriptions
Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special bundle pricing is available for Above Avalon members.
Subscriber Privileges and Benefits
Receive Exclusive Essays. The cornerstone of an Inside Orchard subscription is access to Neil’s weekly essays on the latest developments in the technology industry. Weekly essays are 1,000 words and sent via email on Mondays. Essays revolve around the following topics: technology industry analysis, business model analysis, technology’s impact on societal and consumer trends. A sample essay can be viewed here.
Access Exclusive Private Podcast. Listen to Inside Orchard essays via an exclusive private podcast. After becoming a paid subscriber, all previously-published podcast episodes become available in your favorite podcast player. Podcast episodes never become available to the public.
Inside Orchard Support. Play an active role in supporting Inside Orchard as an independent source of analysis and perspective. Inside Orchard is 100% supported by its subscribers.
Snap Is the Canary in the Ad Coal Mine
Last week, Snap reported a disaster of an 2Q22 earnings report and conference call. Snap went from having 50% revenue growth to pretty much no growth in a year. Even though the company had previously warned results would be bad, things were even worse than expected. Snap’s problems, which are long and varied, serve as a warning for nearly all ad-based business models. Things are going to become turbulent.
An Inside Orchard subscription is required to continue reading this essay. Subscribers can read the essay here.
(Subscribers: The password for reading exclusive essays is always accessible by logging in and going to Downloads.)
Inside Orchard Subscriptions
Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special bundle pricing is available for Above Avalon members.
Subscriber Privileges and Benefits
Receive Exclusive Essays. The cornerstone of an Inside Orchard subscription is access to Neil’s weekly essays on the latest developments in the technology industry. Weekly essays are 1,000 words and sent via email on Mondays. Essays revolve around the following topics: technology industry analysis, business model analysis, technology’s impact on societal and consumer trends. A sample essay can be viewed here.
Access Exclusive Private Podcast. Listen to Inside Orchard essays via an exclusive private podcast. After becoming a paid subscriber, all previously-published podcast episodes become available in your favorite podcast player. Podcast episodes never become available to the public.
Inside Orchard Support. Play an active role in supporting Inside Orchard as an independent source of analysis and perspective. Inside Orchard is 100% supported by its subscribers.