Browsing Category

Market Commentary

  • Home
  • Market Commentary

Xiaomi – Toys and eye candy

Reply to this post           MIUI 7 launch demonstrates limitations outside of China. Xiaomi has launched the next version of its user experience MIUI but the...

BlackBerry – Horrible hybrid.

Reply to this post           More experimentation produces no improvement.  Yet another experiment that looks almost certain to fail, should begin to hammer home the reality...

Mobile Modularity – Rules of the road.

Reply to this post           A modular device is far harder than it sounds.  Google is continuing to struggle with Project Ara underlining the fact that...

Samsung – Bones of phones.

Reply to this post           There’s nothing wrong with being a component company.  The latest flagship devices continue to show very clearly where Samsung’s future lies...

Lenovo Q1 16A – White knuckle ride.

Reply to this post           One to watch but its scary ride right now.   Lenovo reported disappointing Q1 16A results as the weak PC and...

Alibaba Q1 16A – Law of large numbers.

Reply to this post           Good growth but not good enough. Alibaba disappointed the market with its Q1 16A results as the slowdown in China has...

Alibaba – Trip down the Amazon.

Reply to this post           Alibaba is evolving to become the Amazon of China. With its 20% investment in Suning, Alibaba is starting look more and...

Google – The birds and the elephant.

Reply to this post           Many birds hit with one stone but the elephant is missed. Google’s restructuring should bring some improved visibility and flexibility into...

Apple Music – Drop out question

Reply to this post           Spotify net adds is the key metric to watch. Apple has announced that it has signed up 11m trial members for...

HTC Q2 15A – Virtual Reality

Reply to this post           Hopes for recovery exist in virtual reality. HTC reported Q2 15A results that were in line with reduced expectations but admitted...