Fitbit and GoPro – Horrific Halloween
We see acquisition as the endgame for both players.
Read more...Facebook Q3 16A – Straight line headache
This is the beginning of the pause we have been looking for.
Read more...Facebook – Gamification.
Facebook does not intend to play second fiddle to Tencent for long.
Read more...Baidu – Headache of state.
Chinese regulatory risk laid bare in Baidu’s latest earnings report.
Read more...GOOG/AMZN/TWTR – Mixed bag.
Solid quarter at Google but Amazon slips back into bad habits. Twitter in limbo.
Read more...