Reply to this post I see only pain for investors paying $22.5 at the IPO. $20bn – $25bn is at least 32% too much to...
Reply to this post Facebook intends to kill the YouTube star. Facebook reported good results and highlighted that while 2017 would be much slower, video...
Reply to this post iPhone benefits where Google could not. Apple released excellent results highlighting that contrary to my previous view, iOS has been the...
Reply to this post User indifference likely to drive further estimate cuts in 2017. Fitbit issued a horrible profit warning as users appear to be...
Reply to this post G Suite and Chromebook upgrades are too little too late. Functionality upgrades to the mobile version of G Suite (Office-like apps)...
Reply to this post Cloud and mobile drive 3 for 3. Alphabet Q4 16. Alphabet reported excellent results driven once again by mobile advertising but...
Reply to this post This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting tooth and nail to halt...
Reply to this post Gaming could save LINE but the focus appears to be elsewhere. LINE reported a difficult set of results which laid bare...
Reply to this post Where Alibaba crosses swords with its peers, life is much tougher. Alibaba reported excellent FQ3 17 results as growth in the...
GoPro vs. Shenzhen – Forlorn hope
Reply to this post GoPro needs something special to fend off Shenzhen. GoPro released another set of awful results highlighting how much damage its failure...