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Huawei – Rivers of blood pt. VI.

The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles that could completely destroy almost...

Epic Games – Steam pressure.

Pressure on Valve could lead to pressure on Google. Valve is resorting to underhand tactics to undermine Epic’s competition on the PC in another sign that the app store business...

Spotify Q4 18 – Into the night

The labels won’t go quietly into the night. Spotify reported its first-ever profit and underscored its move into podcasts but the fall in the share price just serves to underpin...

Alphabet & Snap – Q4 18.

In this business, it pays to be big. Alphabet Q4 18 – Outside the doghouse. Alphabet reported good Q4 18 results, but rising costs and an increasing fear of privacy...

Fortnite – Genesis.

A new breed of digital ecosystem may rise. Fortnite is showing early signs of expanding from gaming and offering other Digital Life services leading to the possibility that it could...

Apple Siri – Nose job.

The privacy religion may prevent the AI fix. In stamping his authority on Apple’s AI efforts, John Giannandrea has an opportunity to fix the problems that are plaguing Siri but...

Facebook Q4 18 – No-one cares.

Facebook users & clients don’t seem to care about its’ issues. Facebook reported good Q4 18 results confirming that its users and its clients do not seem to care about...

Apple FQ1 19 – Nice but dull.

Apple is looking like a safe haven once again. Hardware is by far the most efficient method of digital ecosystem monetisation but at the same time, it is also the...

Google Automotive – Wobbly wheels

Android Automotive is far from a foregone conclusion. Google clearly still thinks of vehicles as nothing more than handsets on wheels which I think is the reason why products that were...

Facebook – The obvious move

Integration benefit overshadowed by AI. After a long 4½ year wait, Facebook is finally integrating its Digital Life services that will enable it to meaningfully improve the service that offers...