Archive For

January 2014

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...

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...