Browsing Category

Market Commentary

  • Home
  • Market Commentary

Tencent Q2 16A – Stairway to heaven?

Reply to this post           Tencent remains a few steps away from greatness.  Tencent followed Alibaba in reporting a mighty set of numbers driven not by...

Amazon – Curse of integration

Reply to this post           Amazon still misses the wood for the trees.  Twitch has announced that it will be acquiring Curse which further underlines how...

Xiaomi – Reality check pt V.

Reply to this post           Falling revenues reduces valuation to $3.6bn (92% below last raise).  Xiaomi has slipped to number 3 in its home market which combined...

Google – From Russia with Love pt. II

Reply to this post           Russian ruling could have global implications.  Although the Russian complaint against Google is a sideshow compared to the EU, it could...

Alibaba FYQ1 16A – Monetisation magic

Reply to this post           Improving monetisation underpins mighty numbers.  Alibaba reported very strong FYQ1 16A results as a very good performance in e-commerce was enhanced...

Samsung – Pick and mix

Reply to this post           I think the acquisition of Dacor is all about cross-device.  Samsung’s move to buy the high-end white goods maker, Dacor, looks...

Facebook – Almost the final frontier pt. II

Reply to this post           WhatsApp could be the edge Facebook needs to catch-up.  Facebook is finding other ways to penetrate the Indian market having had...

Android security – Swiss cheese pt. III

Reply to this post           Security is just another reason to close Android down.  Another vulnerability has emerged that exposes over 900m Android devices to the...

LeEco – Join the dots

Reply to this post           LeEco looks more like Samsung than Apple.  LeEco is rapidly assembling the pieces that it needs to create a global digital...

Google vs. Facebook – Almost the final frontier

Reply to this post           In India, Google and Facebook’s rivalry is clear.   India is one of the last remaining Internet wildernesses and in this...