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China

Mobile gaming – The last wilderness.

Reply to this post           Mobile gaming is the last wilderness but explorers are coming. Mobile gaming is the single largest segment of the Digital Life...

Mobile Ecosystems – One hit wonders vs. Jack of all trades

Reply to this post           Monetisation is hard. Expansion is even harder With growth in the smartphone shipments slowing fast and tablets in negative territory all...

Xiaomi – Reality check pt. III

Reply to this post           Stagnation puts an 87% hole in the valuation. In 2014, Xiaomi was growing very rapidly, had a valuation of $45bn and...

Jolla – Rogue wave.

Reply to this post           The sailors at Jolla may be better off selling their boat. Jolla, the creator of the Sailfish OS for mobile devices...

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 remain unresolved and Alibaba used...

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 Google is running out of...

Alibaba – Empire builder

Reply to this post           Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on the Chinese market by bidding...

Xiaomi – MI phone home

Reply to this post           MVNO builds users but not profits. Xiaomi has updated its flagship Chinese smartphone with the launch of the Xiaomi Mi 4c...

Google – One armed bandit

Reply to this post           I see no reason for China to fall for Google’s charms. It looks like Google is about to mount another assault...

China Ecosystem – All is fair in love and war

Reply to this post           Fight over taxis shows how the Chinese ecosystem war will be fought. Since the merger of Didi Dache and Kuaidi Dache,...