Browsing Category

Market Commentary

  • Home
  • Market Commentary

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...

Jolla – Rogue wave.

Reply to this post           The sailors at Jolla may be better off selling their boat. Jolla, the creator of the Sailfish OS for mobile devices...

Yahoo! – Purple rain

Reply to this post           Yahoo!’s assets and its few remaining loyal employees are bleeding purple. Yahoo! is still profitable but it seems to be slowly...

IPO Window – Unicorns and donkeys Pt II

Reply to this post           The best thing for Square would be to pull its IPO. The news that Square has again cut the price of...

Google – Google minus.

Reply to this post           Reddit and Twitter look like more realistic targets than Facebook. Google has announced a significant restructuring of Google + removing the...

Facebook & Google – Fair weather friends.

Reply to this post           I think the new found friendship will be short lived. Facebook has been allowing Google to index some of its data...

Microsoft & Google – Developer dilemma.

Reply to this post           There are good reasons why Microsoft has lost interest in Android. There are strong indications that Microsoft is discontinuing its efforts...