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Eco-systems

Apple – Hot wheels

Reply to this post           Infotainment makes more sense than a car. Apple has money to burn, but I think that success has not gone to...

Baidu Q4 14A – Mobility pains

Reply to this post           Baidu pays the price for its mobile ambitions. Baidu reported disappointing Q4 14A results the cost of building out mobile hurt...

Samsung – Schoolboy errors

Reply to this post           Blunders reveal just how much Samsung has to learn. Samsung is making elementary blunders with the user experience on its devices...

Ubuntu – A wider scope

Reply to this post           A concept device for those looking to create an ecosystem. Canonical and BQ (a Spanish handset maker) have joined forces and...

Alibaba – The first moves

Reply to this post           Alibaba and Meizu set the scene for Chinese ecosystems. Alibaba has agreed to invest $590m in Meizu, a small Chinese manufacturer...

Twitter Q4 14A– Essential Fabric

Reply to this post           Ecosystem is now a real focus for Twitter. Twitter reported very solid results as monetisation of its users continues to go...

Sony Q3 14A– Selfie saviour

Reply to this post           Selfie craze and PS4 underpin first signs of progress. Sony reported much better Q3 14A results than expected, driven by camera...

Huawei – Halves and thirds

Reply to this post           Market share gains only tell half the story. Huawei’s consumer business has had an excellent Q4 14A as far as market...

Lenovo Q3 14A – The executioner

Reply to this post           Results augur well for acquisition turnarounds. Lenovo reported excellent Q3 14A results despite the first time inclusion of two loss making...

Amazon Q4 14A – The EBIT question

Reply to this post           Q4 14A margins may not be sustained into 2015E. Amazon reported good results as management seems to have finally decided that...