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Eco-systems

Apple Music – Drop out question

Reply to this post           Spotify net adds is the key metric to watch. Apple has announced that it has signed up 11m trial members for...

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...