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Yahoo! Q3 14A – Game of numbers

          Yahoo! must focus on registered users to have any chance of growth. Yahoo! reported reasonable Q3 14A results but still the commentary and promises are...

Apple Q4 14A – Beat and raise

          Apple on course for a superb quarter to the detriment of Samsung. Apple reported Q4 14A results that comfortably beat estimates and guided above consensus...

Samsung and Facebook – One chance

          Samsung has one chance to avoid the fate of its predecessors. Samsung looks to be teetering on the edge of suffering the same fate as...

Google Q3 14A – Law of large numbers

          Slowing growth does not make the shares unattractive. Google reported slightly disappointing results as growth from its core advertising business in fixed Internet slowed a...

Apple vs Google – Spoiler war

          Q4 14E will be the most competitive ever for devices. Apple’s accidental launch of the new iPad Air 2 and iPad Mini 3 combined with...

Intel Q314A – Waiting for Godot

          Core M is the key to a laptop replacement cycle. Intel reported solid Q314A results as corporate PC demand continues to keep the PC market...

Google – Chasing ghosts

          Amazon is not the problem. Its Apple. Amazon is what keeps Eric Schmidt up at night but in reality what he should be worrying about...

Tablets – The long goodnight

          The latest releases from Apple are unlikely to reignite growth. The tablet market has been the fastest market to go from birth to rapid growth...

Xbox One vs. PS4 – The late game

          Microsoft’s understanding of the ecosystem is a big threat In the next generation console war, the first round has emphatically been won by Sony. The...

PCs Q3 14A – Big is beautiful

          Only bad marketing keeps the PC market from growth. Both Gartner and IDC have released their Q314A figures for the PC market which continues to...