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...
Yahoo! Q4 – Tough love.
Alibaba grabs attention but upside is in the ecosystem. The value in Yahoo! continues to be driven by the Asian...
Apple Q2 – Service with a smile.
Services are what really matters for long term profitability. Apple reported disappointing Q2 results as it missed iPhone shipments which...
Samsung – Home on the range.
The value is there but Samsung is driven by earnings. Samsung’s Q4 was in line with estimates but I am...
Microsoft Q2– The Good and the Bad
Software looks strong but Nokia smartphones had a shocker. While Microsoft reported excellent results, the Nokia smartphone business looks to...
Netflix Q4– On to stage 2
Content will be the key asset for Netflix from here. Netflix handsomely beat forecasts with Q4 revenues / EPS of...
Rockstar – Falling star
Desperate tactics indicate all is not well at Rockstar. It looks very much as if Rockstar has been having a...
Nintendo – Nadir of fortunes
There is worse to come for Nintendo. Nintendo issued a horrible profit warning on Friday and held a sanguine press...
NTT DoCoMo / Tizen – Spectre of Bit Pipe
NTT DoCoMo must succeed where everyone else has failed. NTT DoCoMo now faces one of the greatest challenges in its...
Facebook Q4 – Some steam left