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Internet

Apple & Amazon – Mixed bag.

Reply to this post           Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results where a 14.5% increase in...

Microsoft & Facebook – 2 good runs.

Reply to this post           2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good FQ2 18 results, but the...

Music Streaming – Wrong villain.

Reply to this post           The music labels strike back. It looks to me like intense lobbying by the music labels has resulted in the Copyright...

India e-commerce – Last man standing

Reply to this post           Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported dreadful revenue performance that almost...

Snapchat – Content blues

Reply to this post           Escaping content is a sign of real problems. Snapchat’s move to allow content to be shared outside of its app is...

Tencent – Age of empires.

Reply to this post           The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app stores in China, Tencent has...

Huawei – Really Convincing Story, Not.

Reply to this post           RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei for realising that it has...

Didi – In the saddle.

Reply to this post           Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part of daily transport, Didi has...

Google – One armed bandit pt. III.

Reply to this post           Google has very little chance in China. Google has made its first return to the Chinese market since 2010 but I...

Facebook – No altruism

Reply to this post           Facebook’s move is about securing the long-term. Facebook’s move to put its users ahead of its shareholder’s is not born from...