Archive For

August 2016

Xiaomi – Reality check pt V.

Reply to this post           Falling revenues reduces valuation to $3.6bn (92% below last raise).  Xiaomi has slipped to number 3 in...

Google – From Russia with Love pt. II

Reply to this post           Russian ruling could have global implications.  Although the Russian complaint against Google is a sideshow compared...

Alibaba FYQ1 16A – Monetisation magic

Reply to this post           Improving monetisation underpins mighty numbers.  Alibaba reported very strong FYQ1 16A results as a very good...

Samsung – Pick and mix

Reply to this post           I think the acquisition of Dacor is all about cross-device.  Samsung’s move to buy the high-end...

Facebook – Almost the final frontier pt. II

Reply to this post           WhatsApp could be the edge Facebook needs to catch-up.  Facebook is finding other ways to penetrate...

Android security – Swiss cheese pt. III

Reply to this post           Security is just another reason to close Android down.  Another vulnerability has emerged that exposes over...

LeEco – Join the dots

Reply to this post           LeEco looks more like Samsung than Apple.  LeEco is rapidly assembling the pieces that it needs...

Google vs. Facebook – Almost the final frontier

Reply to this post           In India, Google and Facebook’s rivalry is clear.   India is one of the last remaining...

Fitbit Q2 16A – Breathing space

Reply to this post           Fitbit has earned time to develop its ecosystem.  Fitbit reported good Q2 16A results as demand...

Samsung – Good mileage.

Reply to this post           Samsung’s cycle still has some distance to run.  Although Samsung appears to have recovered its mojo,...