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Internet

Twitter Q2 15A – Dance around the edge.

Reply to this post           Twitter must broaden its product offering to grow again. A reasonable set of results was marred by the frank admission that...

Baidu Q2 15A – Chinese rocket

Reply to this post           Baidu is looking to create a Rocket Internet of China. Baidu is investing heavily in its e-commerce services and the platform...

Special Edition – Q2 15 Results – AMZN / GOOG / MSFT / AAPL / YHOO

Reply to this post           Amazon and Google star while Yahoo! fails to understudy. Amazon – Profits can be us Amazon reported results that surprised the...

Facebook – 2nd attempt.

Reply to this post           Facebook is mounting its second assault on the ecosystem. Facebook is moving inexorably towards becoming a fully-fledged ecosystem after a number...

Spotify – Data Differentiation.

Reply to this post           Music is now incidental to Spotify. Spotify is moving beyond the simple delivery of streaming music in order to keep ahead...

Twitter – The blame game

Reply to this post           Costolo was not the source of Twitter’s problems. Twitter CEO Dick Costolo has bowed to pressure and resigned but in my...

Facebook – Game on

Reply to this post           Facebook finally moves into games. After opening up its Messenger API to third party developers a few months ago, the first...

WWDC 15 – In the crosshairs.

Reply to this post           Apple targets Spotify, Rdio, Pandora and Flipboard at WWDC. Apple Music was the biggest event at Apple’s developer conference where incremental...

Yahoo! – Slippery slope

Reply to this post           Cuts are a sign of being out of ideas. Yahoo! has announced a series of changes and service reductions that further...

Music streaming – Tidal wave

Reply to this post           Tidal at risk of being swamped by a wave of bad press. Tidal is a music streaming offering backed by Jay...