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GrubHub – Big appetite

Reply to this post           Eats24 is an essential acquisition. GrubHub is making exactly the right moves to give it the best chance to beat its...

Spotify – Free foundation

Reply to this post           Apple Music still making no dent. Spotify has crossed 60m paid users and while its absolute level of growth is slowing...

Apple FQ3 17A – No pause here.

Reply to this post           Solid base for new product launches. Apple reported good results and guided strongly for the coming quarter stoking speculation with regards...

Indian e-commerce – Road to ruin.

Reply to this post           The only likely winner in India is now Amazon. Snapdeal has ended merger discussions with Flipkart in a move that, I...

iOS vs. Android – Catch-up

Reply to this post           Android is snapping at Apple’s heels. Android is showing signs of catching up with iOS in terms of user spending at...

Amazon & Baidu Q2 17A – Back to basics

Reply to this post           Amazon and Baidu get back to what they do best. Amazon – Not making money Amazon reported disappointing results and guided...

Facebook Q2 17A – Cash community

Reply to this post           Community is about cash generation. Facebook reported another set of excellent results and laid out pretty concrete plans of how it...

Facebook – Empty head

Reply to this post           Another smart speaker that badly needs a brain. It looks like Facebook is joining the ever more crowded smart speaker bandwagon,...

Alphabet – Other people’s money

Reply to this post           Core businesses showing signs of maturity. Alphabet reported good Q2 17A results but the fact that it has having to share...

Uber vs. everyone – Colonial times

Reply to this post           Uber’s dreams of colonisation are slipping away. First Uber lost China, then Russia and now it looks as if South East...