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Eco-systems

Samsung Q2 16E – Galaxy cycle.

Reply to this post           A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence...

Android – Swiss cheese Pt II.

Reply to this post           More malware further underpins a proprietary future.  More Android based malware has come to light where 10m infected devices could be...

Microsoft – Close call

Reply to this post           Microsoft needs 200m corporate upgrades to make its 1bn target  Microsoft is just over 1/3rd of the way to its goal...

Spotify vs. Apple – Toe the line.

Reply to this post           I suspect Spotify will have to cave in.  Spotify is realising to its cost that competing with the owner of a...

Amazon – Proper practitioner? pt II.

Reply to this post           An experiment that might finally work.  Following Amazon’s painfully expensive experiment in distributing its ecosystem with a mobile device of its...

LINE – Number trouble.

Reply to this post           I can’t get close to the IPO valuation. LINE has filed to go public in July but the valuation that is...

Huawei – Rivers of blood. Pt II.

Reply to this post             Huawei’s software has a better chance in China.   Huawei is making the right initial moves in order to maximise...

Facebook & HTC – Collateral Damage. Pt II.

Reply to this post           Oculus is back on the HTC Vive, but it won’t save HTC. Oculus Rift apps are once again running on the...

Tencent & Supercell – Mix of clans

Reply to this post           Integration with China not critical but it is elsewhere.  Tencent has announced that it is leading a buyout of Supercell but...

Spotify – Magic 100

Reply to this post            100m users begins to tip the scale in Spotify’s favour. Spotify has announced that it has past 100m users of which...