BlackBerry Q2 15A – Too much slack

Reply to this post           I struggle to see a recovery at BlackBerry BlackBerry reported weak Q1 15A results as the hardware business continued to drift southwards and the software business was unable to take up the slack, Q1 15A Revenues / EPS were $658m / LOSS $0.05 compared to consensus of $684m / LOSS $0.04....

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Microsoft – Free for all

Reply to this post           Making Windows 10 free is a net benefit. The last remnant of doubt has been removed as Microsoft has confirmed that anyone who wants a free copy of Windows 10 will be able to get one. The only requirement appears to be the installation of the Windows 10 beta version prior...

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Music Streaming – Temporary gravy

Reply to this post           Stop Press. Apple has now reversed its position and will now pay the labels for music streams during the trial period reverting to the percentage model when users convert from trial to paid. I suspect that Taylor Swift will now allow her album 1989 to be streamed by Apple Music. This...

BlackBerry – Fool’s errand

Reply to this post           Android will probably make things worse. If the leaks are right, BlackBerry could shortly launch a new device that is based on Android rather than BB10. The device is thought to have a 5.4” display, 3GB RAM, quad core Snapdragon 808 processor and an 18MP rear facing camera. It will also...

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Apple Watch – Empty tables.

Reply to this post           Apple Watch is an experiment that isn’t really working. For the first time in many years, a new Apple device is available on the second market and many sellers are not aiming to make money. Typically huge demand and limited supply means that Apple devices are sold on the second market...

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Microsoft – Imperfect 10.

Reply to this post           Windows 10 is not about the user experience. The noise around Windows 10 is likely to be all about improvements being made to the user experience but it is what is under the hood that is really going to make the difference. At the E3 gaming conference there is plenty of...

E3 2015– Trading places.

Reply to this post           Microsoft uses the ecosystem to take the initiative. After failing to excite at E3 in 2014 and being soundly thrashed in 2013, Microsoft has finally taken the initiative from Sony by taking Xbox places where Sony will really struggle to follow. Microsoft’s announcements this year are all about using the assets...

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Twitter – The blame game

Reply to this post           Costolo was not the source of Twitter’s problems. Twitter CEO Dick Costolo has bowed to pressure and resigned but in my opinion his leaving solves nothing. The initial reaction was to put the stock up 7% but when interim (and maybe permanent) CEO Jack Dorsey stated that there would be no...

Facebook – Game on

Reply to this post           Facebook finally moves into games. After opening up its Messenger API to third party developers a few months ago, the first game has appeared which could be the beginning of earning a return on messaging and especially WhatsApp. The first game is free and is called Doodle Draw which is essentially...

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Microsoft – All the boxes

Reply to this post           New Xbox hardware enhances cross device strategy. Ahead of E3 2015 (June 16-18), Microsoft has released a revision of the Xbox One and hardware that takes further advantage of the cross device opportunity. Microsoft has launched a new Xbox One where the storage has been upgraded to 1TB (a major gripe...

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