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Eco-systems

LeEco – Thin ice.

Reply to this post           I think financial thin ice will force LeEco out of automotive.  LeEco has hit a major stumbling block meaning that something...

Fitbit and GoPro – Horrific Halloween

Reply to this post           I see acquisition as the endgame for both players.  GoPro and Fitbit have both been hit again by the simple fact...

Facebook Q3 16A – Straight line headache

Reply to this post           This is the beginning of the pause I have been looking for.  Facebook reported excellent Q3 16A results but it was...

Facebook – Gamification.

Reply to this post           Facebook does not intend to play second fiddle to Tencent for long.  Facebook is increasing its position in gaming aiming to...

Huawei & Xiaomi – Easy come, easy go.

Reply to this post           Huawei and Xiaomi need a deal with the BATmen.  The rise of Vivo and Oppo in China against incumbents Huawei and...

Baidu – Headache of state.

Reply to this post           Chinese regulatory risk laid bare in Baidu’s latest earnings report.  Baidu reported a difficult set of results where increasing government regulation...

GOOG/AMZN/TWTR – Mixed bag.

Reply to this post           Solid quarter at Google but Amazon slips back into bad habits. Twitter in limbo.   Alphabet Alphabet reported good results as recent...

Microsoft – Wood for the trees.

Reply to this post           Microsoft is so focused on the future that it misses the opportunity in the present.  Microsoft has moved even further away...

Apple FQ4 16A – Margin gadfly

Reply to this post           Margin pressure from product mix is not a problem.  Apple reported results that broadly met expectations although slight weakness in profitability...

Wearables – Deadly drift.

Reply to this post           Still, no one knows why they should buy one.  Apple Watch 2 has failed to revive the flagging smartwatch market in...