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Lenovo Q4 15A – Weather-beaten

Reply to this post           Lenovo should be able to weather a stormy 2016 Lenovo reported a difficult quarter as weakness in the PC market and...

Microsoft – Mission Impossible pt. II.

Reply to this post           The digital consumer ecosystem is looking increasingly impossible. Microsoft is taking the knife to phones again which casts further doubts over...

Xiaomi – Broken engagement.

Reply to this post           Flat revenue is the least of Xiaomi’s problems. Xiaomi has finally admitted that it ran out of growth in 2015, but...

Project Ara – The Holy Grail Pt II.

Reply to this post           Different game but the rules stay the same. Google has scaled back the ambitious objectives of Project Ara (see here) to...

Facebook & HTC – Collateral Damage.

Reply to this post           It makes no sense for Facebook to deliberately lock HTC out. Facebook has updated the firmware for the Oculus Rift that...

HTC Q1 16A – Family silver.

Reply to this post           HTC is selling the family silver to stay alive. HTC reported dreadful Q1 16A results as EBIT losses ballooned to 32%...

Smartphones – The second derivative.

Reply to this post           Gap between ecosystem and hardware to increase this year.  As the slowdown in the smartphone market is more severe than even...

Apple / Twitter Results – Show me the money.

Reply to this post           Cash flow is king when growth deserts.  Apple FQ3 16A.  Apple reported difficult FQ2 results but critically, iPhone shipments fell by...

Alphabet – In the soup.

Reply to this post           The EU kicks off a lengthy war with Google over Android. Google has been formally accused by the EU of abusing...

Samsung Q1 16A – Forgotten jewel

Reply to this post           Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...