Browsing Category

Eco-systems

Arm & NVIDIA– The unthinkable pt. IV

IPO may end up being the best way forward. The latest revelations with regard to NVIDIA’s acquisition of Arm from SoftBank again increases the probability that the acquisition fails, resulting...

Uber & Lyft – No good news.

The ride-sharing market remains in difficulty Uber Q4 2020 – Sheep in FedEx clothes? Uber is fortunate that it has had a delivery business to help it weather the pandemic,...

8K – The steepening slope

8K pricing seems to be falling off a cliff. If CES and Samsung are anything to go by, the 8K product cycle looks set to be a financial disaster as...

Huawei & Twitter – Results and politics.

Twitter Q4 2020 – User issues. Twitter reported good Q4 2020 results, but it has run out of road when it comes to user metrics. Q4 2020 revenues / EPS...

Intel vs. M1 – The empire strikes back

Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different story but the tests are...

Arm and NVIDIA – The unthinkable pt. III

This acquisition is becoming increasingly problematic. NVIDIA’s acquisition of Arm is becoming increasingly problematic with in-depth investigations being launched by both the UK and the EU competition authorities and the...

Amazon Game Studios – Game off! Pt II.

Amazon Game Studios is suffering from a culture clash. Amazon is having a torrid time trying to make a name in the video game market highlighting how Amazon’s corporate culture...

Google & Amazon Q4 20 – Good companies, mediocre stocks.

Good results from the pandemic drive a pull forward of digitisation. Google Q4 2020 – The big pull forward Google’s advertising machine roared back to life in Q4 2020 with...

Ford & Google – Full of GAS?

More about infrastructure than digital vehicle services. Ford has struck a far-reaching deal with Google that encompasses far more than just the software and services in the vehicle cockpit which...

Kuaishou IPO – Good pivot

For once not too much is being demanded. Kuaishou is no ByteDance but this has forced it to pivot into other areas where there is little competition and where the...