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Eco-systems

CES Day 3 – Huawei – Eggs and Bacon

          Huawei now has the eggs but can it bring home the bacon? One of the most interesting developments at CES was the emergence of understanding...

Samsung Q4 14A – Breathing Space

          Some relief as handsets did not worsen materially. Samsung reported Q4 14A preliminary results that beat expectations but were not enough to lead me to...

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...