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Eco-systems

Xiaomi – Hardware heaven?

Reply to this post           Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a thriving ecosystem of its own...

Yahoo! – Nowhere to go

Reply to this post           Yahoo! had little choice but to stay with Microsoft. The changes that have been made to the search contract between Microsoft...

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...