OVHcloud Sacrificed Short-Term Gains to Secure Its Future
A record EBITDA margin of 40.9% sounds like a win. But negative free cash flow and €1.13 billion in debt reveal the true gamble has just begun.
Archive: Ricardo Mendieta
All articles published in English, by date, category and author.
70 articles · Page 2 of 3
Two Bankruptcies Don’t Create a Strong Company
Bed Bath & Beyond recently acquired The Container Store for $150 million. Both companies emerged from bankruptcy less than two years ago.
Adopting AI or Losing Jobs: A Trap That Distracts CEOs from the Real Issues
Companies cutting jobs under the banner of AI are not executing a strategy; they are postponing a conversation they don’t know how to have.
Starbucks Cedes Control in China, Turning Withdrawal Into Its Greatest Asset
Starbucks sells 60% of its 8,000 stores in China for $4 billion. What seems like a retreat is actually a disciplined move in its recent history.
The Fear of Becoming Obsolete: A Business Architecture Issue
40% of workers fear losing relevance due to AI, yet only 12% use it daily. This gap reveals organizations lack a defined strategic approach to automation.
When Credibility Collapses Before the Business
Delve, a compliance company, faces accusations of fabricating safety certifications. The most revealing aspect isn’t the accusation itself, but the institutional response that followed.
M&S Closes 14 Cafés and Reveals the Real Cost of Focus
Marks & Spencer shuts down 14 of its in-store cafés, sparking mixed reactions that highlight an important strategic shift in the company.
When Hiring Consultants Destroys More Value Than They Promise to Create
British universities paid fortunes to management consultancies to compete as businesses. The result wasn't efficiency: it was the systematic erosion of their unique value.
Promoting a CIO is Easy. Designing a Technology Architecture That Lets Go, Is Not.
Oatey has been manufacturing plumbing products for 110 years. Promoting its new CIO reveals a technological focus that many industrial manufacturers avoid.
The Agreement Swiss Water Signed with Its Largest Shareholder Reveals Governance Under Pressure
Swiss Water Decaffeinated Coffee Inc. reveals a governance mechanism under scrutiny as it negotiates directly with its largest shareholder.
Ulta Beauty Bets on TikTok Shop: A Move That Reveals More Than It Seems
An 11.8% jump in sales and a partnership with TikTok Shop isn't just a celebration; it’s a strategic gamble that requires redefining priorities.
AIxCrypto Redesigns Its Corporate Identity Without Defining Its Audience
Completing a rebranding, closing $41 million in funding, and announcing three simultaneous layers of infrastructure is not a strategy. It’s a list of intentions.
60 Billion Reasons Not to Do Everything
Disney's recent launch of World of Frozen in Paris represents a significant investment prioritizing physical experiences over digital ventures.
The Unexpected Heir that OnlyFans Never Planned
The death of OnlyFans' silent architect exposes the fragility of businesses built around a single figure with concentrated control.
When the Symbol Becomes a Burden for Business
Baltimore canceled a tunnel project and sued an AI subsidiary in the same news cycle. What seems like local politics is, in reality, a diagnosis of how the public overexposure of a founder can destroy institutional capital built over years.
Subcontracting Delivery Without Losing Control Is Harder Than It Seems
Agency Platform formalizes a chaotic process many agencies face: using third parties for delivery while maintaining client relationships. The issue isn’t the model; it’s the lack of defined mechanisms.
Sony Closes Pixomondo as Canadian Studios Reap the Consequences
When a studio shuts its visual effects division in Los Angeles, it isn't just about cutting costs; it's reshaping the entertainment industry's landscape.
Target Bets on Employees to Win Back Customers
Target isn't relaunching its brand with a marketing budget; it's banking on uniforms and retention bonuses to rebuild lost trust with millions of shoppers.
Disney's First Stumble Reveals a Bet Without Sacrifices
Josh D'Amaro faces immediate challenges as Disney's CEO, struggling with concurrent technology partnerships. This unveils a need for strategic prioritization.
Bezos Bets $100 Billion on Physical Manufacturing, Changing Everything
As Silicon Valley buzzes with software disputes, Jeff Bezos is placing the biggest bet of his career on physical manufacturing. This isn't industrial philanthropy; it's a calculated and costly renunciation he's making after decades.
IBM Pays $11 Billion to Buy Time, Not Technology
IBM's acquisition of Confluent isn't just about AI but a recognition of its need for real-time data infrastructure.
65 Acquisitions in a Year: Howden Continues to Bet on Volume
Howden closed 2024 with £3.01 billion in adjusted revenue and 65 acquisitions, prompting questions on its sustainability and growth strategy.
Tasaki Appoints Japanese Luxury Architect to Conquer the World
Naming an executive with four decades at Chanel Japan as global CEO is no PR stunt. It's a statement about the type of company Tasaki intends to become.
The Highest Paid Jobs Are Most Exposed to AI, and Leaders Haven't Realized It Yet
Andrej Karpathy scored 342 occupations based on automation risk, revealing an uncomfortable correlation: higher salaries lead to greater vulnerability.