October 2013

Facebook Q3 – See Saw economics

31 October 2013

There are signs of stability that Wall Street will over interpret. Facebook comfortably beat forecasts but comments around usage and...

30 October 2013

A big bump up but still a long way to go. BlackBerry has gained 20m BBM subscribers in the last...

29 October 2013

Growth from here needs another segment. Apple reported good Q4 results but concerns around competition and profitability caused weakness in...

28 October 2013

Valuations in this segment are reaching nose bleed territory. Just four months ago Snapchat closed a series B round of...

25 October 2013

Microsoft and Amazon both had good nights on Thursday. Amazon posted fantastic sales but lousy profitability while Microsoft was bailed...

24 October 2013

Qualcomm and MediaTek have at least one hurrah left. In the latest twist, Samsung and Corning have tidied up the...

23 October 2013

Apple’s launches will keep share, nothing more. Apple stayed within the boundaries of the rumour machine yesterday in refreshing its...

22 October 2013

Going private at $4.7bn is the absolute best case. The bean counters are out in force, and with Fairfax’s deadline...

21 October 2013

I expect a good launch event, with one glaring exception. Nokia is holding its annual Nokia World event in Abu...

18 October 2013

Good results mask corporate governance shortcomings. Google reported good Q3 results as market share inched up and its new ways...