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Eco-systems

HTC Q2 15A – Virtual Reality

Reply to this post           Hopes for recovery exist in virtual reality. HTC reported Q2 15A results that were in line with reduced expectations but admitted...

Fitbit Q2 15A – Peak performance

Reply to this post           Fitbit showing every sign of doing a GoPro. Fitbit reported blowout Q2 15A results but the shares fell 16% as gross...

Xbox vs. PS4 – The shifting sands

Reply to this post           User experience likely to aid Microsoft in the next generation. Sony has crushed Microsoft when it comes to hardware volumes in...

Yahoo! – Shopping trip.

Reply to this post           Yahoo! needs to tidy its house before it can successfully expand. Yahoo! is going to spend $230m on Polyvore which is...

Nokia / German Auto – HERE today, gone tomorrow.

Reply to this post           Sale of HERE is a reasonable deal for shareholders. Nokia has agreed to sell its mapping business, HERE, to a consortium...

Facebook Q2 15A – Farewell to short termers.

Reply to this post           Facebook is making long-term ecosystem investments. Facebook reported good Q2 15A results but slowing growth in its core business and heavy...

Twitter Q2 15A – Dance around the edge.

Reply to this post           Twitter must broaden its product offering to grow again. A reasonable set of results was marred by the frank admission that...

Baidu Q2 15A – Chinese rocket

Reply to this post           Baidu is looking to create a Rocket Internet of China. Baidu is investing heavily in its e-commerce services and the platform...

Microsoft – Eagles and turkeys.

Reply to this post           The signs are good for Windows 10. Some of the first in-depth reviews of Windows 10 are in and while there...

Special Edition – Q2 15 Results – AMZN / GOOG / MSFT / AAPL / YHOO

Reply to this post           Amazon and Google star while Yahoo! fails to understudy. Amazon – Profits can be us Amazon reported results that surprised the...