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Eco-systems

AAPL, TWTR, BABA – Mixed Bag

Reply to this post           Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...

Mobile Payments – Horrible trade-off

Reply to this post           Security and a good user experience are almost mutually exclusive. I continue to believe that the trade-off between ease of use...

Apple Music – Pandora’s box.

Reply to this post           I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results and guided weakly mostly as...

GOOG, MSFT & AMZN – Three for three.

Reply to this post           Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong after-hours performance following their results...

Alphabet – All the wrong moves.

Reply to this post           I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of...

Yahoo! Q3 15A – Scratching for scraps

Reply to this post           The ecosystem is Yahoo!’s only chance at a turnaround. Another lacklustre set of results further underscores that Yahoo!’s inability to execute...

Apple Music – The power of default

Reply to this post           Pre-installation and default remain very powerful. The latest figures from Apple on its music service are better than I thought they...

Alibaba – Empire builder

Reply to this post           Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on the Chinese market by bidding...

Internet – The myth of free.

Reply to this post           The future for many could be subscription. Axel Springer, the owner of the highly popular, advertising funded tabloid website has said that...

Google vs. Facebook – Thin end of the wedge

Reply to this post           Video on Facebook is just the beginning. Facebook’s plans to unseat YouTube dominant position as a repository for video content are...