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Facebook & friends – Internal affairs

          Facebook’s messaging mess highlights a problem for everyone. The number of attempts Facebook is making to crack the millennial messaging market is growing fast and...

Lenovo Q1A – Breathing space

          Improvements give Lenovo more space to invest and execute. Lenovo reported good Q1 results as its handset business and PC business both grew share. This...

Zynga Q2A – Chalk and cheese

          Bad results show the difference between consoles and handhelds.  Zynga reported weak Q2A results and cut its 2014E guidance as new revisions of its flagship...

Samsung vs. Apple – Hint of sanity

          The glacial creep towards a settlement continues. Samsung and Apple have agreed to drop all litigation against each other that is taking place outside the...

Google vs. Apple – Traffic story

          Traffic reveals the critical weakness in Google’s ecosystem. The latest data from Chitika shows that Google is still struggling to improve the quality of its...

Amazon Q2A – Disciplinary matters

          Amazon’s prioritisation of customers over investors shows no sign of abating. Amazon reported in-line Q2A results but guided very badly for Q3E as it continues...

Apple and Microsoft – Quiet before the storm

          Both Apple and Microsoft reported humdrum results ahead of big events. Apple Apple reported Q314A results that were broadly in line with expectations but guided...

Samsung vs. Google – Sun Valley tea party

          Fight over wearables looks like a storm in a teacup. Samsung and Google are at it again but this time the fight is over what...

Microsoft – Silent knife

          Cuts look much bigger than they seem. Microsoft’s planned 18,000 job cuts seems to spell the end of in-house manufacturing and has wide implications for...

Google Q2A – Top of the pops.

          Good performance justifies the love Google reported good results as advertising volume continued to comfortably outpace pricing declines. Q2A Revenues-exTAC / Adj-EPS were $12.7bn /...