Browsing Category

China

Alphabet, Baidu & Amazon – West vs. East.

Reply to this post           US fares far better than China. Alphabet and Amazon reported very strong results while Baidu struggled to deal with the shift...

OnePlus – Learning curve

Reply to this post           OnePlus’ slip serves as a warning. BBK Electronics is fortunate that OnePlus is one of its marginal brands as a gaffe...

Tencent – Tale of two pies.

Reply to this post           Tencent dominates but still has much more to do.  Tencent already dominates Digital Life in China and now it is increasingly...

Xiaomi and Google – Race to the bottom.

Reply to this post           Android One will only ever benefit Google.  Xiaomi and Google are resurrecting the Android One program but given what Xiaomi has...

Amazon & Baidu Q2 17A – Back to basics

Reply to this post           Amazon and Baidu get back to what they do best. Amazon – Not making money Amazon reported disappointing results and guided...

Baidu – Talking machines.

Reply to this post           The way in China is wide open for Baidu. Baidu’s strategy around its AI platform and its Duer OS has become...

China Internet – Home court advantage

Reply to this post           Regulatory enforcement makes life even harder for the foreigners. . China appears to be on a path to plugging the leaks...

Xiaomi – Back in black

Reply to this post           Xiaomi is back but ecosystem nowhere to be found. A monster quarter has brought Xiaomi back into contention as a major...

Mobike vs. Ofo – Blood soaked economics.

Reply to this post           Here comes another bloodbath. Another battle is brewing over ride hailing but the fact that it is bicycles rather than cars...

Alibaba – Virgin home

Reply to this post           Another day, another home assistant. Alibaba is moving to launch a home speaker, much like Amazon Echo, that should direct users...