Monthly Archives: January 2014

Are we seeing the emergence of a grand alliance between Google and Samsung for Android mobile devices, similar to the Microsoft-Intel alliance for Windows personal computers? It looks like that from events this week:

 

This just in from Facebook – it’s entered the news business, with an app called Paper. 

Richard Waters

For all those confused about Google’s intentions in hardware, things just got much clearer.

No, it doesn’t see itself as the next Apple. And yes, it does understand the responsibilities that come with running an ecosystem if it wants to keep allies like Samsung onside. 

Tim Bradshaw

Mark Zuckerberg’s push to make Facebook a mobile-first company seems to have paid off. Wednesday’s fourth-quarter earnings revealed that it now makes more than half of its advertising revenues from mobile devices, beating Wall Street’s forecasts and sending its stock up as much as 12 per cent in after-hours trading.
Hannah Kuchler and Tim Bradshaw reported from the earnings call as Zuck and his team talked about the opportunities in personalisation, messaging and artificial intelligence. 

Have we been taking too many tablets?

It seems markets are reaching saturation point with growth in the category slowing to 28 per cent year-on-year in the fourth quarter – down from 87 per cent a year earlier. 

US politicians are swinging from Vines at President Obama for the first time in their reaction to last night’s State of the Union speech. 

Tim Bradshaw

Hardware is hard, so the saying goes. Raising millions of dollars on Kickstarter or Indiegogo can create as many problems as it solves. So the recent explosion in hardware start-ups has produced a crop of incubator and accelerator programmes, such as Lemnos Labs and Haxlr8r. The latest, Highway 1, is a new project from Liam Casey’s PCH International, which typically handles supply chains for rather larger electronics companies such as Apple and Beats Electronics. 

Richard Waters

The interests of bondholders do not usually make it very far up the list of concerns of most tech executives. Thanks to the industry’s cash mountain (as we reported in our series on corporate cash last week) it’s been more a case of how to keep restless shareholders happy.

But all of that could soon change if debt levels continue to rise at current rates, according to a report from Richard Lane at Moody’s. 

The rollout of Apple’s iPhone by China Mobile to 300 cities this year is going to be slower than many analysts expected – contributing to its outlook disappointing on Monday and its shares falling more than 7 per cent at the open today.

But new estimates for the rollout of 4G services promise rich pickings for Apple later in 2014 and beyond. 

Apple doesn’t do down-market.

We’ve always known this about the premium device maker, but its first quarter results hammered home how this is becoming a problem for the iPhone creator.