Browsing Category

Market Commentary

  • Home
  • Market Commentary

Viber / Rakuten – History lesson

          This deal looks eerily similar to Ebay’s unsuccessful purchase of Skype in 2005. Rakuten, The Japanese B2C and B2B2C e-commerce platform has announced that it...

Lenovo Q3 – Narrow squeak.

          Lenovo can absorb Motorola and just avoid red ink Lenovo will be skating on very thin ice when it absorbs Motorola as the handset maker...

HTC – No respite.

          HTC has lost its edge and there is no sign of its return. From its financial forecasts to the leaked products it is due to...

Blackberry – Brutal Maths.

          Another round of bean counting reveals a dire outlook. The rotating doors are still turning as the old guard exits to be replaced with John...

Nintendo – The thin red line.

          The 3DS gives Nintendo some time but it must act now. Given, its awful performance to date, Nintendo’s results surprised me but they do nothing...

LinkedIn Q4 – The ecosystem issue.

          The narrow focus of some ecosystem plays is starting to hurt. First there was Twitter, now there is Linked-in. Linked-in reported disappointing results as growth...

Twitter Q4 – House of cards.

          When so much is pinned on the future, the tiniest wobble is catastrophic. Twitter reported great maiden results but the slowing user growth caused the...

Microsoft – Myopic Machinations

          The opportunity is at risk from taking the easy option. The naming of Satya Nadella as the next CEO could cause some wild gyrations in...

Facebook Q4 – Some steam left

          Being limited to social networking will not hit growth in 2014. Facebook reported strong Q4 results as it continued to improve on its ability to...

Google Lenovo – The bigger picture.

          Google is taking big steps to bring Android to maturity. Selling Motorola Mobility is a further step by Google to mature its ecosystem from the...