Browsing Category

Market Commentary

  • Home
  • Market Commentary

Facebook Q4 15A – Sleeping Policeman

Reply to this post           There is a bump in the road ahead. Facebook reported very strong results as revenues from both mobile and fixed saw...

Apple Q1 16A – The facts of life

Reply to this post           Apple’s slowdown is completely normal and priced in. Apple reported steady Q1 16A results as the ending of the iPhone 6...

Twitter – Bloody hands

Reply to this post           Twitter could easily trade below $10 per share. Everything is changing at Twitter except the one thing that really matters: its...

Google – Blessing in disguise

Reply to this post           Trouble with Oracle gives the perfect excuse to abandon open source. Vast revenues from Android should come as no surprise. Google’s...

Galaxy s7 – More of same.

Reply to this post           S7 leaks highlight that Samsung remains all about volume. The specifications of Samsung’s next flagship product appear to show that Samsung...

Music streaming – The fault lines

Reply to this post           Spotify and Apple are the only two with a bright future. Spotify has the smarts, Apple the default while Deezer manages...

Flight to quality – Unicorns and donkeys part III

Reply to this post           The market is calling out the donkeys disguising themselves as unicorns. The market has gotten off to a terrible start in...

Facebook & WhatsApp – JK come home

Reply to this post           WhatsApp will have to be integrated to earn a good return. Facebook has finally admitted that subscription is not the way...

Google Auto – Greek gift

Reply to this post           Automakers should be wary of Google’s autonomous gift. The most significant event at the Detroit Auto show this week was the...

Go Pro Q4 15A – Hero to zero?

Reply to this post           It may already be too late for GoPro to create an ecosystem. Go Pro warned on Q4 15 results as the...