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Cable TV – Sword of Damocles pt. VIII

All looks downhill from here. The 70th Emmy Awards are showing that the premium streaming services are making most of the quality entertainment these days which is only likely to...

Google vs Amazon – Battle for the smart home pt XI

Google still has the edge. The latest data shows that Amazon remains ahead in terms of users, but Google is closing the gap when it comes to shipments and is...

BMW – Deferral of gratification.

BMW plays right into Google’s hands. BMW is the latest company to jump on the digital assistant bandwagon but it has put a lot more thought into its product which...

Apple – Under the hood.

The real action is inside the new products. The new, universally leaked, devices are pretty dull on the outside but it is what Apple has done on the inside, particularly...

Tencent – Game off.

Tencent needs all its regulatory expertise. Tencent’s regulatory woes look set to continue for some time to come, meaning that the outlook for the next few quarters remains difficult. Tencent...

Google – Warning shot.

A chink appears in Google’s iron control of Android. For the first time, there is a real threat to the dominance of the Google Play store on Android devices which...

Virtual Reality – Steep decline

More than a hiccup. There is little doubt that the market for virtual reality has entered the trough of disillusionment and it will take real progress on the limitations of...

VW – Balancing act

A perfect balance of open and closed is required. Volkswagen has articulated exactly the right strategy to give it a shot at becoming a digital company, but if it takes...

Samsung – Optimistic Origami

Folding devices to offset the ravages of commoditisation. The announcement of a device with a truly flexible screen looks to have been perfectly timed as Samsung is starting to run...

Bike sharing – BATmen again

Ofo’s travails will put it in Didi clutches. Ofo is facing another angry creditor, which combined with the seemingly endless bicycle graveyards in China, clearly indicates that the consolidation phase...