Lens family
82 analyses · Decision ForksThe Counterfactual
EA Buys the Franchise; the Studio Is Just the Wrapper It Throws Away
Electronic Arts
Atari Nearly Signed Nintendo in 1983 — Then a $356 Million Collapse Blew the Company Apart
Atari
CFIUS Killed Broadcom's $117 Billion Qualcomm Bid Over the Threat of a Smaller 5G Budget
Broadcom
Pepsi Won the Taste Test and Lost the War. The Sip Was the Trick.
PepsiCo
AMD Bought ATI's GPUs in 2006 and Skipped the Software — CUDA Built an Estimated 85% Lead
AMD
Lyft Won the Boycott and Still Lost the War. The #2 Was Always Going to Be #2.
Uber vs Lyft
Paramount's Two-Step Sale Paid the Redstones About $60 a Share and the Public $23 and $15
Paramount-Skydance
Nvidia Could Have Paid Any Price for Arm. The Problem Was That It Was Nvidia.
Nvidia-Arm (blocked)
Kroger and Albertsons Handed Regulators the Case: Admissions on Record, a Buyer With 23 Stores
Kroger-Albertsons (blocked)
The Motorola Loss Math Forgets the $2.35B Set-Top Sale and the 17,000 Patents Google Kept
Google-Motorola
Facebook Signed WhatsApp for $16B in Equity Plus $3B Retention — to Keep It From Google
Facebook-WhatsApp
Chevron Bought All of Hess for $60 Billion to Route Around Exxon's Right of First Refusal
Chevron-Hess
Oracle's $523B Backlog Rests on a Handful of AI Mega-Deals and Roughly 3% Market Share
Oracle
Ellison Called Cloud 'Complete Gibberish'; Oracle Then Bought NetSuite for $9.3B and Cerner for $28.5B
Oracle
Ballmer Overrode Microsoft's Board to Buy Nokia; the $7.5 Billion Write-Off Took Two Years
Microsoft
Microsoft's Windows Mobile Was Second Worldwide in 2007; the Antitrust Excuse Came Later
Microsoft
The Fire Phone Left a $170M Writedown, $83M of Unsold Phones, and a Blindsided Alexa Team
Amazon
Cisco Was the Most Valuable Company on Earth for a Day. The Math Was the Whole Story.
Cisco
How Buying a Record Label Cost Sony the Portable Music Market It Invented
Sony
BlackBerry Made Every Right Move. It Just Made Them All Two Years Late.
BlackBerry
Sculley Tried to License the Mac — One Executive Killed It to Guard a 55% Margin
Apple
Inside the Google Graveyard: 250 Products Starved on Purpose by a $400B Ad Monoculture
Alphabet (Google)
Five Jurisdictions Cornered Nvidia Out of the $40B Arm Deal, at a $1.353 Billion Charge
Nvidia
With Its Stock at $1.82, AMD Sold Its Fabs — Then Paid $703 Million to Exit the Fine Print
AMD
Blaming Amazon for Toys R Us Is the Story the Private-Equity Guys Want You to Tell
Toys R Us
TJX Has 5,000 Stores and Almost No Website. It Isn't Brave - It's Trapped by Its Own Genius.
TJX
Walgreens Lost to CVS in a Boardroom, Not a Store Aisle
Walgreens
The Kroger-Albertsons Merger Died on a Buyer With 23 Supermarkets Asked to Grow 18-Fold
Kroger
GameStop Bought the Digital Future in 2011. Then It Sold the Pieces One by One.
GameStop
RadioShack Caught Every Wave. The Same Playbook Drowned It Each Time.
RadioShack
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