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Facebook Q1 17 – Sleeping policeman

Reply to this post           Facebook’s growth story hits a temporary bump for 2017. Facebook reported good results but once again tried to temper enthusiasm with...

Spotify – Crown jewels

Reply to this post           Spotify keeps the crown jewels to itself. In striking a deal with Universal, Spotify has traded much better than I thought...

Twitter – End of days

Reply to this post           The loss of the NFL is a disaster. Twitter has lost its deal to stream certain NFL games which I think...

LeEco – Electric millstone.

Reply to this post           I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving up its grand plans for...

Spotify – Patience pays.

Reply to this post           I think shareholders will see more value by being patient. Spotify is closing in on finally doing a deal with the...

Facebook – Brainless video.

Reply to this post           Focusing on video first makes complete sense. I think that Facebook is making the right choice in targeting video first as...

Twitter Q4 16 – No Trump card

Reply to this post           Trump card fails to win the trick. Despite becoming a major channel for the White House to communicate with voters, the...

Facebook Q4 16 – In focus

Reply to this post           Facebook intends to kill the YouTube star. Facebook reported good results and highlighted that while 2017 would be much slower, video...

Twitter – Event horizon

Reply to this post           Sale of Fabric collapses Twitter’s horizons.  With the sale of Fabric to Google, Twitter has essentially given up all hope of...

Sonos – Sounds of sameness pt. II

Reply to this post           I do not see the boldness required to save Sonos  Sonos has announced a change in leadership with its 14 year...