Apple – Das Auto

Reply to this post           Apple is not about to start making cars. Apple has confirmed that it is interested in the automotive sector but it is an enormous leap of faith to assume that it will start making cars. At the Re/code conference, Apple SVP operations Jeff Williams referred to the car as the ultimate...

Snapchat – Salad days.

Reply to this post           Snapchat very unlikely to escape the bubble bursting. If Evan Spiegel really thinks that the tech market is currently a bubble then there is hope. It would imply that are plans already in place for when the torrent of easy money dries up which are certain to include monetisation and rapidly...

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Blackberry – Survival instinct

Reply to this post           Blackberry’s hardware days are numbered. In a week where all of Blackberry’s dirty laundry is laid bare in a new book, Blackberry is also moving to again reduce headcount in its handset business. Blackberry has attempted to play to its strengths by narrowing its hardware focus to financial institutions and governments...

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Firefox OS – Soggy matches.

Reply to this post           Ignite initiative has far to go before it catches fire. Mozilla has done a complete about face in ditching its cheap smartphone strategy and deciding instead to focus on an experience that users might actually want. Ex-Mozilla CMO Chris Beard has been running the show since July 2014 and last week...

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Radio Free Mobile – Service interruption

          Addition to the family earlier than expected triggers a service outage.  Service will resume in a few days.

Google vs. Operators – Storm in a teacup.

Reply to this post           Rebellion against Google’s dominance likely to fail. Between them Google and Apple have the mobile operators in a tight grip. The operators’ failure to develop any kind of services (other than voice and data packets) that users like has meant that they are fully on track to become commoditised bit pipes....

Samsung – Back to basics.

Reply to this post           Launch of IoT modules returns Samsung to its roots Samsung has launched a range of modules aimed at Internet of Things (IoT) devices at an event in San Francisco. The new platform is called ARTIK and will initially consist of three modules. First. ARTIK 1, a ladybird sized module with a very...

Apple and Microsoft – Silver linings.

Reply to this post           The iPad Plus could help Microsoft more than it hinders it. Apple’s launch of the iPad Plus might just create the user excitement that Microsoft seems unable to create for itself. Apple looks set to launch the iPad plus towards the end of this year or early in 2016E. This will...

Fitbit – Market timing.

Reply to this post           Perfect timing gives Fitbit its best chance of making it. Wearables maker Fitbit has timed the market perfectly, in announcing that it will raise $100m in an IPO. From its IPO documents it is also pretty clear that Fitbit is pinning its long-term future on building an ecosystem around its devices...

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Sony FY 15A – Expectations management.

Reply to this post           Hirai gives himself some breathing space for FY16E. Sony reported FY 15A results that were in line with revised expectations but guided weakly as it is clear that there are still uncertainties with regards to the timing and extent of the recovery. FY 15A Revenues and EBIT were JPY8,215bn / JPY68.5bn...

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