Browsing Category

Media

VR / AR – legions of limitations

Reply to this post           VR hits a bump but AR in the enterprise fares better. It looks very much as if 2016 for augmented reality...

LeEco – Priced to go.

Reply to this post           LeEco’s real disruption is price.  LeEco launched its assault upon the US market with a glitzy but confusing press event where...

Amazon Music – Table stakes.

Reply to this post           40m tracks and a search box does not a service make.  Amazon has plugged an obvious hole in its push to...

Yahoo – Irrelevant pandemonium.

Reply to this post           The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear that Yahoo got such a...

Twitter – Exit strategy pt. II.

Reply to this post           If no one bids then there is much further to fall. Twitter has already lost 20% of its value as it’s...

Twitter – Exit strategy.

Reply to this post           Bid frenzy offers a great exit point.  Without big success in media consumption, Twitter offers very poor value to potential acquirers...

Verizon / Yahoo – Irrelevant challenge.

Reply to this post           With Verizon, Yahoo likely to become irrelevant.  Verizon is embarking on building an ecosystem but second rate assets are unlikely to...

Spotify – Home free

Reply to this post           Free users are the life blood of Spotify.  Spotify’s recent jump to 40m paid subscribers demonstrates just how critical its free...

Amazon – Brawn not brains

Reply to this post           Alexa needs to get much smarter  Amazon’s latest software updates show its determination to do well in the parts of Digital...

Sonos – Sounds of sameness

Reply to this post           Sonos will become just like Android handset makers.  Sonos has announced that it will support Spotify Connect and Amazon Echo in...