Archive For

April 2014

Twitter Q1 – Dreams meet reality

          Twitter’s Q1 was good, but not nearly good enough. Twitter reported results that met headline expectations but were not the...

Nokia – Best buddy

          Nokia’s new strategy is focused on the shareholder. With the deal to sell the handset business to Microsoft now closed,...

Microsoft / Nokia – Quick Win

          Synergies will be pretty easy to achieve. With the Chinese finally signing off on the deal, Microsoft has finally managed...

Microsoft Q3 – Groundwork

          The foundations of something better are being laid. Microsoft reported good results as cloud and corporate helped offset the ongoing...

Apple and Facebook – 2 for 2

          Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than...

Apple Q2E – Pushmi-pullyu

          A beat is on the cards but guidance could be a hiccup. Apple reports Q2E results after the US close...

Wearables – Out of fuel.

          Nike’s hardware exit is ominous for those that remain. The exit of Nike from its FuelBand product shows how difficult...

Google Q1 – Price of success

          Mobile pricing is likely to stay low for a while. Google failed to beat expectations as pricing fell by more...

Yahoo! Q1 – Lucky tailwind

          Opportunity remains but time shortens. Yahoo! reported reasonable results from its core operations while it was Alibaba that drove Net...

Microsoft – Under the rug

          Microsoft continues to hide its light under a bushel. The reviews of Windows Phone 8.1 are starting to come in...