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Apple Q4 14A – Beat and raise

          Apple on course for a superb quarter to the detriment of Samsung. Apple reported Q4 14A results that comfortably beat estimates and guided above consensus...

Samsung and Facebook – One chance

          Samsung has one chance to avoid the fate of its predecessors. Samsung looks to be teetering on the edge of suffering the same fate as...

Apple vs Google – Spoiler war

          Q4 14E will be the most competitive ever for devices. Apple’s accidental launch of the new iPad Air 2 and iPad Mini 3 combined with...

Samsung Q3A – All at sea

          Samsung is getting closer to the fate of its peers. Samsung has guided for Q314A results that strongly indicate that it is losing control of...

iOS vs Android – Fragmentation bugbear

          Quality will soon become the most important factor. As the smartphone market starts to settle down, quality of experience will become increasingly important. This is...

BlackBerry – Bendy noise

          BlackBerry Passport will be a niche product.  The uproar over bent iPhones has completely drowned out any real splash that BlackBerry was hoping to make...

Apple – Happy days

          iPhone 6 just as profitable as the 5s despite bigger screen.  The screen of a mobile device is by far the biggest single cost element...

Apple Pay – Kickstarter

          Apple Pay might just kick start the opportunity for everyone.  The size and brand power of Apple has enabled all of the participants in the...

Google – One Purpose

          Android One’s sole purpose is to push Google’s ecosystem into the lower tiers. Google has announced a new reference design for low cost Android called...

Apple – Favourable Omens

          Signs point to scale making up for any gross margin weakness. Apple has entered a new product category and is attempting to kick-start wireless payments...