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Devices

Lenovo FQ3 16A – Always uphill.

Reply to this post           Now comes the hard part for Lenovo. Lenovo reported a difficult results where market conditions marred what was another quarter of...

Apple Q1 16A – The facts of life

Reply to this post           Apple’s slowdown is completely normal and priced in. Apple reported steady Q1 16A results as the ending of the iPhone 6...

Galaxy s7 – More of same.

Reply to this post           S7 leaks highlight that Samsung remains all about volume. The specifications of Samsung’s next flagship product appear to show that Samsung...

Flight to quality – Unicorns and donkeys part III

Reply to this post           The market is calling out the donkeys disguising themselves as unicorns. The market has gotten off to a terrible start in...

Google Auto – Greek gift

Reply to this post           Automakers should be wary of Google’s autonomous gift. The most significant event at the Detroit Auto show this week was the...

Go Pro Q4 15A – Hero to zero?

Reply to this post           It may already be too late for GoPro to create an ecosystem. Go Pro warned on Q4 15 results as the...

Xiaomi – Reality Check pt. IV

Reply to this post           Xiaomi’s trajectory falls far short of $46bn. Q4 15A appears to have brought Xiaomi no relief from stagnation as it seems...

Samsung Q4 15A – King of volume

Reply to this post           Volume and scale remains essential for Samsung. Samsung reported disappointing Q4 15A results where I think that most of the slowness...

Wearables – Not first class

Reply to this post           Medical device makers have more time to save themselves Amid a rather muted first day at CES came the news that...

RFM 2016 – Top 5.

Reply to this post           CES likely to focus on dreams rather than reality The CES bandwagon kicks-off on 6th January and I suspect that autonomous...