Samsung Q3 15A – Coming of age.
Reply to this post Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3...
AAPL, TWTR, BABA – Mixed Bag
Reply to this post Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems...
Mobile Payments – Horrible trade-off
Reply to this post Security and a good user experience are almost mutually exclusive. I continue to believe that the...
Apple Music – Pandora’s box.
Reply to this post I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results...
GOOG, MSFT & AMZN – Three for three.
Reply to this post Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong...
Alphabet – All the wrong moves.
Reply to this post I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as...
Yahoo! Q3 15A – Scratching for scraps
Reply to this post The ecosystem is Yahoo!’s only chance at a turnaround. Another lacklustre set of results further underscores...
Apple Music – The power of default
Reply to this post Pre-installation and default remain very powerful. The latest figures from Apple on its music service are...
Alibaba – Empire builder
Reply to this post Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on...
Google – Secret Squirrel