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Samsung Q2 15A – Over the hump

Reply to this post           This will be the last quarter of hard comparisons. Samsung guided to weaker than expected Q2 15A results as the Galaxy...

Indian ecosystems – Virgin territory.

Reply to this post           Using Google as a stop gap likely to have a disastrous effect. Many players are using Google as a stop gap...

Xiaomi – Method in the madness.

Reply to this post           Xiaomi needs to squeeze as much from the Internet as it can. Xiaomi’s move to enter more markets looks like a...

Microsoft – MS Phone home.

Reply to this post           There are signs that Microsoft may be backing away from phones. Following the executive re-organisation last week, Microsoft’s new mission statement...

BlackBerry Q2 15A – Too much slack

Reply to this post           I struggle to see a recovery at BlackBerry BlackBerry reported weak Q1 15A results as the hardware business continued to drift...

BlackBerry – Fool’s errand

Reply to this post           Android will probably make things worse. If the leaks are right, BlackBerry could shortly launch a new device that is based...

HTC – Thousand cuts.

Reply to this post           HTC has all the hallmarks of death by a thousand cuts. HTC has warned on Q2 15E sales and profits as...

Samsung – Physical razzmatazz

Reply to this post           Samsung is rapidly becoming a component company again. Demand for the Galaxy s6 is reasonable but unfortunately it does not appear...

Blackberry – Survival instinct

Reply to this post           Blackberry’s hardware days are numbered. In a week where all of Blackberry’s dirty laundry is laid bare in a new book,...

Samsung Q1 15A – Pointless gimmicks pay

Reply to this post           The pointless curved screen should generate some EBIT. Samsung reported its full Q1 15A results that revealed a better performance in...