Browsing Category

Market Commentary

  • Home
  • Market Commentary

Mobile gaming – The last wilderness.

Reply to this post           Mobile gaming is the last wilderness but explorers are coming. Mobile gaming is the single largest segment of the Digital Life...

Facebook – Periscope depth

Reply to this post           This is the right time for Facebook to torpedo Twitter. Facebook’s Live Video offering which allows users to broadcast themselves to...

Microsoft – Surface tension

Reply to this post           Microsoft faces a dilemma with a Surface Phone. The next release of a mobile device by Microsoft should give a clear...

Apple – The Jack

Reply to this post           Removing the headphone jack could hurt replacement sales. I am pretty certain that Apple is considering whether or not to remove...

Samsung – Steady succession

Reply to this post           JK Shin can leave with his head held high. Samsung has reshuffled management at its handset business in a move that...

Sony – Rite of passage pt. II.

Reply to this post           Reactive and defensive needs to become proactive and offensive. Sony has made a move in the right direction but the next...

Mobile Ecosystems – One hit wonders vs. Jack of all trades

Reply to this post           Monetisation is hard. Expansion is even harder With growth in the smartphone shipments slowing fast and tablets in negative territory all...

Xiaomi – Reality check pt. III

Reply to this post           Stagnation puts an 87% hole in the valuation. In 2014, Xiaomi was growing very rapidly, had a valuation of $45bn and...

Sony – Rite of passage.

Reply to this post           Sony needs to embrace the hackers not shut them out. How Sony reacts to software developed to allow remote play of...

BlackBerry – High jump.

Reply to this post           BlackBerry’s target of 5m devices looks much too high. The new BlackBerry Priv and its rumoured successors are aimed at such...