Browsing Category

China

Baidu – Videodrome

Reply to this post           Short term gain is likely to mean long term pain. Baidu has received an offer to purchase its 80.5% stake online...

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 aiming to breathe new life...

Alibaba FQ3 15A – Law of large numbers

Reply to this post           A slowdown at Alibaba is inevitable. Alibaba reported good FQ3 15A results but there are signs that the outlook going forward...

Mobile gaming – The last wilderness.

Reply to this post           Mobile gaming is the last wilderness but explorers are coming. Mobile gaming is the single largest segment of the Digital Life...

Mobile Ecosystems – One hit wonders vs. Jack of all trades

Reply to this post           Monetisation is hard. Expansion is even harder With growth in the smartphone shipments slowing fast and tablets in negative territory all...

Xiaomi – Reality check pt. III

Reply to this post           Stagnation puts an 87% hole in the valuation. In 2014, Xiaomi was growing very rapidly, had a valuation of $45bn and...

Jolla – Rogue wave.

Reply to this post           The sailors at Jolla may be better off selling their boat. Jolla, the creator of the Sailfish OS for mobile devices...

AAPL, TWTR, BABA – Mixed Bag

Reply to this post           Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...

Alphabet – All the wrong moves.

Reply to this post           I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of...

Alibaba – Empire builder

Reply to this post           Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on the Chinese market by bidding...