One Clayton Christensen point that I’ve harped on several times before is that as integrated structures within a value chain disaggregate into their modular components, new points of integration emerge to sweep value. In the context of public cloud infrastructure and the range of tools and apps flourishing on top, you might think of solutions […]
Tag Archives: APIs
scuttleslops
[scuttleslops] ZTS, APO, FISV, TTD, RELY
August 13, 2026
What are scuttleslops? Zoetis, Q2 ‘26 Earnings Call, August 06, 2026 Zoetis’s second quarter exposed [...]
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[V, MA] The more things change, the more they stay the same
August 10, 2026
Upcoming posts (in no particular order): Gartner, Tractor Supply, Transdigm, Waystar, CCC, Fortive, and Veralto [...]
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[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
August 7, 2026
What are scuttleslops? Booking Holdings, Q2 ‘26 Earnings Call, August 04, 2026 Room nights grew [...]
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[scuttleslops] UMG, SPOT, SAIA, XPO, ICE, CBOE
August 5, 2026
What are scuttleslops? Universal Music Group, Q2 ‘26 Earnings Call, July 30, 2026 Universal Music [...]
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[scuttleslops] BLDR, RYAN, APG, GFL, FND
August 3, 2026
What are scuttleslops? Builders FirstSource, Q2 ‘26 Earnings Call, July 30, 2026 Builders FirstSource described [...]
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