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Devices

HTC Q1 16A – Family silver.

Reply to this post           HTC is selling the family silver to stay alive. HTC reported dreadful Q1 16A results as EBIT losses ballooned to 32%...

GoPro – Needs a hero pt II.

Reply to this post           I think GoPro will end up being acquired. The difference between Fitbit and GoPro is that Fitbit has understood that the...

Fitbit Q1 16A – Forced hand.

Reply to this post           Fitbit is being forced to spend to stay ahead. Fitbit reported good Q1 16A results but cut guidance in order to...

Android Security – Culture vulture

Reply to this post           Security issues highlight more pressing problems.  Google is trying hard to fix the endemic security issues that continue to plague Android...

Smartphones – The second derivative.

Reply to this post           Gap between ecosystem and hardware to increase this year.  As the slowdown in the smartphone market is more severe than even...

Alphabet – In the soup.

Reply to this post           The EU kicks off a lengthy war with Google over Android. Google has been formally accused by the EU of abusing...

Samsung Q1 16A – Forgotten jewel

Reply to this post           Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...

Apple – History lesson

Reply to this post           History repeats as nothing has changed. It looks as if the iPhone SE is off to a slow start indicating that...

Blackberry Q4 16A – Cold turkey.

Reply to this post           Blackberry needs to rid itself of its addiction to hardware. Blackberry reported Q4 16A results where good performance from software was...

Wearables – All pain, little gain.

Reply to this post           Wearables are already a commodity despite unit growth. Pebble is the latest wearables company to show signs of stress as it...