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Internet

Tidal – The foot vote.

Reply to this post           An example of how to make customers unhappy. The release of Kanye West’s latest album, Life of Pablo has rocketed Tidal...

Baidu – Videodrome

Reply to this post           Short term gain is likely to mean long term pain. Baidu has received an offer to purchase its 80.5% stake online...

Pandora – Engaging asset?

Reply to this post           Pandora’s only real asset is its 81.1m very engaged users. Pandora reported difficult Q4 15A results where bullish commentary by management...

Twitter Q4 15A – Live torpedo.

Reply to this post           Periscope needs to dodge Facebook’s live video torpedo. Twitter reported good results but the problem with its user growth (or lack...

Internet monetisation – The slow dawn.

Reply to this post           The realisation that free internet is a myth is slowly dawning. Wired is the latest publication to insist that users either...

Music Streaming – Temporary gravy pt. II.

Reply to this post           Music label largesse signals a weakening position. Warner Brothers and Sony have both announced that they will share windfall profits that they...

Yahoo Q4 15A & Strategy – Road to nowhere.

Reply to this post           Yahoo’s strategy has McKinsey written all over it. Yahoo reported another lacklustre set of results and its strategic update gave every...

Alphabet Q4 15A – Apple of its eye.

Reply to this post           Great numbers, bad dependency on Apple. Alphabet reported very strong results as high end users shifting to the iPhone improved Google’s...

Alibaba FQ3 15A – Law of large numbers

Reply to this post           A slowdown at Alibaba is inevitable. Alibaba reported good FQ3 15A results but there are signs that the outlook going forward...

Microsoft & Amazon – Different days

Reply to this post           Microsoft and Amazon have a very different day. Microsoft FQ2 16A. Microsoft reported steady results as Office 365 and cloud services...