Browsing Category

Market Commentary

  • Home
  • Market Commentary

Yahoo! – Fire in the pocket

          At $10bn, even a financial return looks to be a challenge. Yahoo! has made a huge return from its investment in Alibaba but its fiduciary...

Samsung Q3A – All at sea

          Samsung is getting closer to the fate of its peers. Samsung has guided for Q314A results that strongly indicate that it is losing control of...

Google – The shine of Chrome

          Usage of Chrome is likely to continue growing. The latest data from Net Market Share (see here) shows that Chrome is steadily gaining share when...

Yahoo! – Wrong prescription

          AOL is not the answer. A recent open letter from activist shareholder Starboard has correctly diagnosed all the issues at Yahoo! but its prescription will...

Nokia and Microsoft – Still HERE

          Quality of HERE more important than availability on iOS or Android. There is confusion regarding whether Nokia is about to pull its support for Windows...

BlackBerry – Bendy noise

          BlackBerry Passport will be a niche product.  The uproar over bent iPhones has completely drowned out any real splash that BlackBerry was hoping to make...

Apple – Happy days

          iPhone 6 just as profitable as the 5s despite bigger screen.  The screen of a mobile device is by far the biggest single cost element...

Microsoft – Building blocks

          Microsoft is buying users and opportunity not electronic Lego.   Microsoft has agreed to purchase Mojang, the games developer behind Minecraft for $2.5bn. Minecraft is...

ST Ericsson – No Life in the Old Cat

          ST Ericsson is being quietly put to sleep after further failures. Ericsson is following Broadcom and Renesas into the void by announcing the closure of...

Sony – Still in play

          Sony is still in a better position than many. Sony has reduced its FY2015E net profit forecast by JPY180bn ($1.66bn) due to the write down...