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Eco-systems

CES 2015 – Day 1 – Samsung spotlight

          Samsung Smart Home will live or die in software. Samsung headlined day 1 at CES but its press conference was pretty subdued with a distinct...

RFM 2015E – Top 5

          The PC market is likely to offer the biggest surprise in 2015E Wearables The technology industry is likely to continue scratching its head over what...

LINE – Talking Radio

          LINE expands its offering to keep revenues growing. LINE has agreed to buy Microsoft’s free personal music streaming business, MixRadio in an attempt to expand...

Huawei – Pipe dreams

          Huawei offers very little threat to Xiaomi. Despite slipping to number 5 in the Chinese smartphone market, Huawei has ambitions to return to its former...

Samsung vs. Apple – No pay day.

          A great payments service is not enough to stem the tide. While Apple continues to expand the reach of Apple Pay, Samsung is looking to...

Xiaomi – Reality Check Pt II

          Xiaomi disclosures push valuation even lower. A disclosure to the Shenzhen stock exchange has revealed the reality of Xiaomi’s financial performance in 2013A.   Xiaomi...

Facebook – De-Binged

          Facebook shows the critical nature of optimised experiences. Facebook’s decision to remove Bing is very unlikely to be a sign that there is a new...

Sony vs. Microsoft – Danger zone.

          Sony’s advantage already looks to be at risk. Microsoft’s efforts to make up for the disastrous launch of the Xbox One are finally bearing fruit...

Xiaomi vs. Ericsson – Bloody bandwagon.

          Patent royalties will pressure margins further. Xiaomi has hit a road block in India as some of its products have been hit with a preliminary...

Ecosystem economics – Cash triumvirate

          A third way to monetise may be about to emerge. Microsoft’s pricing scheme for Windows 10 has yet to be released but it looks like...