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Eco-systems

Netflix Q1 15A – The balance of power

Reply to this post           Everything depends on Netflix achieving scale. Netflix reported Q1 15A results slightly below expectations but the subscriber growth was better than...

Nokia – Here and now

Reply to this post           It is too early to sell HERE. It seems that Nokia may be seeking to acquire part of Alcatel-Lucent (I presume...

Twitter – Take no prisoners.

Reply to this post           Another ruthless demonstration of the value of data. The closing of Twitter’s data feed to third parties is a great example...

Samsung Q1 15E – Tight control.

Reply to this post           Samsung appears to have OPEX tightly under control. Samsung has guided to a good set of results as components was strong...

Microsoft – Beautiful disaster.

Reply to this post           The disaster of Windows 8 can be made an advantage. The degree with which Windows 8 has failed to capture the...

Apple Pay – Pulling teeth.

Reply to this post           Apple Pay problematic but better than the rest. Payments are horribly difficult. From vested interests to proprietary standards and a myriad...

Huawei – Tale of two cities.

Reply to this post           Little prospect of margin improvement in handsets. Huawei has reported audited 2014A results which showed continued strong growth and profitability. However,...

HTC – Blow upon a bruise.

Reply to this post           HTC needs to do something different. The make or break time is fast approaching for HTC with long term CEO Peter...

Facebook F8 – Family matters.

Reply to this post           Facebook is creating a family of products to address Digital Life. Facebook has opened what I consider to be the most...

Apple – Fixing ABC.

Reply to this post           Apple is moving to fix the basics of iCloud to ensure its future. Apple appears to be intent on improving the...