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Devices

Apple FQ1 16 – One way street.

Reply to this post           iPhone benefits where Google could not. Apple released excellent results highlighting that contrary to my previous view, iOS has been the...

Fitbit – Boredom bites.

Reply to this post           User indifference likely to drive further estimate cuts in 2017. Fitbit issued a horrible profit warning as users appear to be...

Qualcomm – Tooth and nail.

Reply to this post           This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting tooth and nail to halt...

Alphabet – Magic half

Reply to this post           Half a million is good but not enough.  Latest data from Wave 7 is implying that Google devices have done better...

LeEco – Le life line

Reply to this post           Small war chest means laser sharp strategy and execution needed.  Chinese real estate developer Sunac has pumped $2.2bn into LeEco to...

Essential Products Inc. – What’s essential?

Reply to this post           Something must-have has to come out of the bag at launch.  Essential Products Inc. is the latest in a long line...

Xiaomi – State of the nation

Reply to this post           Valuation lifted to $5bn but still 89% below last raise.  Xiaomi has supplied some details of its performance for 2016 but...

Sonos – Sounds of sameness pt. II

Reply to this post           I do not see the boldness required to save Sonos  Sonos has announced a change in leadership with its 14 year...

CES Day 1/2 – Winners and losers.

Reply to this post           Winners Amazon. In my mind, the star of CES 2017 is Amazon which is beginning to show signs of doing to...

CES Day 0 – Square one.

Reply to this post           IoT – everywhere and nowhere. With the press cycle already revved-up well before the official opening of CES, almost everything that...