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Snap Q4 17 – Free parking

Reply to this post           Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its efforts to turn around the...

Apple & Amazon – Mixed bag.

Reply to this post           Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results where a 14.5% increase in...

Microsoft & Facebook – 2 good runs.

Reply to this post           2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good FQ2 18 results, but the...

Music Streaming – Wrong villain.

Reply to this post           The music labels strike back. It looks to me like intense lobbying by the music labels has resulted in the Copyright...

India e-commerce – Last man standing

Reply to this post           Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported dreadful revenue performance that almost...

Snapchat – Content blues

Reply to this post           Escaping content is a sign of real problems. Snapchat’s move to allow content to be shared outside of its app is...

Tencent – Age of empires.

Reply to this post           The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app stores in China, Tencent has...

Huawei – Really Convincing Story, Not.

Reply to this post           RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei for realising that it has...

Didi – In the saddle.

Reply to this post           Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part of daily transport, Didi has...

Google – One armed bandit pt. III.

Reply to this post           Google has very little chance in China. Google has made its first return to the Chinese market since 2010 but I...