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Twitter Q1 – Dreams meet reality

          Twitter’s Q1 was good, but not nearly good enough. Twitter reported results that met headline expectations but were not the blow-out that the valuation of...

Nokia – Best buddy

          Nokia’s new strategy is focused on the shareholder. With the deal to sell the handset business to Microsoft now closed, Nokia has announced its new...

Microsoft / Nokia – Quick Win

          Synergies will be pretty easy to achieve. With the Chinese finally signing off on the deal, Microsoft has finally managed to close its purchase of...

Microsoft Q3 – Groundwork

          The foundations of something better are being laid. Microsoft reported good results as cloud and corporate helped offset the ongoing weakness in PCs.   Fiscal...

Apple and Facebook – 2 for 2

          Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than expected. The increased dividend and...

Apple Q2E – Pushmi-pullyu

          A beat is on the cards but guidance could be a hiccup. Apple reports Q2E results after the US close today. (Wednesday 23rd April 2014)....

Google Q1 – Price of success

          Mobile pricing is likely to stay low for a while. Google failed to beat expectations as pricing fell by more than expected due to the...

Yahoo! Q1 – Lucky tailwind

          Opportunity remains but time shortens. Yahoo! reported reasonable results from its core operations while it was Alibaba that drove Net Income to be above expectations....

Microsoft – Under the rug

          Microsoft continues to hide its light under a bushel. The reviews of Windows Phone 8.1 are starting to come in and they are pretty positive...

Google – Turn of the screw

          Google is the only winner in the Android ecosystem. June is becoming one of the most important months of the year for the mobile ecosystem...