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Qutoutiao IPO – Jumped gun

Way too early to go public. Most metrics for Qutoutiao are pointing in the wrong direction, leaving only its relatively low penetration of the Chinese market as a positive. Qutoutiao...

Uber Q2 18 – Time to print pt. II

Lyft may be causing more problems than it should.   Uber produced a quarter where revenue growth slowed and there was little sign of the profitability that would indicate that...

Amazon Q2 18 – Profitability streak

Hopefully, the indication of profits can become reality. Amazon produced good results making up for a revenue shortfall with profitability, raising hopes yet again that at last Amazon is at...

Facebook Q2 18 – Roosting chickens.

AI chickens come home to roost. The chickens have finally come home to roost as Facebook has guided very badly for medium term as its weaknesses in AI are forcing...

Bixby 2.0 – Negative value.

Bixby is a reason not to choose a Samsung device While all eyes will be on the Galaxy Note 9 at Samsung’s next launch event, Bixby 2.0 is likely to...

Alphabet Q2 18 – Fine? What fine?

EU issues brushed aside. Alphabet contemptuously brushed aside the regulatory gadfly when it reported excellent Q2 18 results where mobile maturity is having margin benefits. Q2 18 revenues-ex TAC /...

Google – Toothless in Europe pt. III.

Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but I suspect that behind closed...

Microsoft FQ4 18 – All enterprise

There is no real return to the consumer. Microsoft reported a great finish to its 2018 fiscal year as its enterprise business went from strength to strength and I think...

Google – Toothless in Europe pt. II.

EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that it considers illegal when it...

Essential – Price signal.

Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential Phone in Halo Gray coming...