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Indian e-commerce – Road to ruin.

Reply to this post           The only likely winner in India is now Amazon. Snapdeal has ended merger discussions with Flipkart in a move that, I...

iOS vs. Android – Catch-up

Reply to this post           Android is snapping at Apple’s heels. Android is showing signs of catching up with iOS in terms of user spending at...

Amazon & Baidu Q2 17A – Back to basics

Reply to this post           Amazon and Baidu get back to what they do best. Amazon – Not making money Amazon reported disappointing results and guided...

Facebook Q2 17A – Cash community

Reply to this post           Community is about cash generation. Facebook reported another set of excellent results and laid out pretty concrete plans of how it...

Facebook – Empty head

Reply to this post           Another smart speaker that badly needs a brain. It looks like Facebook is joining the ever more crowded smart speaker bandwagon,...

Alphabet – Other people’s money

Reply to this post           Core businesses showing signs of maturity. Alphabet reported good Q2 17A results but the fact that it has having to share...

Uber vs. everyone – Colonial times

Reply to this post           Uber’s dreams of colonisation are slipping away. First Uber lost China, then Russia and now it looks as if South East...

Microsoft FQ4 17 – Head in the clouds.

Reply to this post           Not a cloud in the sky. A strong finish to the fiscal year cements Microsoft’s positions as the main alternative to...

Qualcomm FQ3 17 – Strong stomach

Reply to this post           Qualcomm has the stomach for a fight. Despite the seemingly challenging situation the company is currently experiencing, I think the company...

AR – Productivity pays

Reply to this post           AR is alive and well in the enterprise. Amongst a surprising re-launch of Google Glass and a major pivot by Meta,...