Archive For

February 2016

Baidu – Videodrome

Reply to this post           Short term gain is likely to mean long term pain. Baidu has received an offer to...

Pandora – Engaging asset?

Reply to this post           Pandora’s only real asset is its 81.1m very engaged users. Pandora reported difficult Q4 15A results...

Twitter Q4 15A – Live torpedo.

Reply to this post           Periscope needs to dodge Facebook’s live video torpedo. Twitter reported good results but the problem with...

Autonomous Autos – Tiny victory.

Reply to this post           Sending an algorithm to prison is pointless. Google has managed to get the National Highway Traffic...

Internet monetisation – The slow dawn.

Reply to this post           The realisation that free internet is a myth is slowly dawning. Wired is the latest publication...

Acadine Technologies – The Walking Dead Pt II.

Reply to this post           H5OS likely to struggle against tried and tested native. Acadine Technologies, a well-funded Chinese start-up is...

Music Streaming – Temporary gravy pt. II.

Reply to this post           Music label largesse signals a weakening position. Warner Brothers and Sony have both announced that they will...

Lenovo FQ3 16A – Always uphill.

Reply to this post           Now comes the hard part for Lenovo. Lenovo reported a difficult results where market conditions marred...

Yahoo Q4 15A & Strategy – Road to nowhere.

Reply to this post           Yahoo’s strategy has McKinsey written all over it. Yahoo reported another lacklustre set of results and...

Alphabet Q4 15A – Apple of its eye.

Reply to this post           Great numbers, bad dependency on Apple. Alphabet reported very strong results as high end users shifting...