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Thoughts on Microsoft earnings for Q2 2014 – first take
In contrast to other quarters, in the fourth quarter Microsoft doesn’t release its in-depth SEC filing immediately. Since that’s where many of the juiciest bits of data land, we have limited...
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Thoughts on Apple’s earnings for Q2 2014
I did a quick piece on the iPad specifically, already, so go read that if you’re so inclined and then come back and read this deeper dive on calendar Q2 earnings. The full set of posts for consumer...
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Thoughts on Facebook earnings for Q2 2014
Note: This is part of a series on major tech companies’ Q2 2014 earnings (e.g. Google here, Microsoft here, Apple here and here, Netflix here). My post about Facebook’s earnings last quarter is here....
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Thoughts on Amazon earnings for Q2 2014
Note: This is part of a series on major tech companies’ Q2 2014 earnings (e.g. Google here, Microsoft here, Apple here and here, Netflix here and Facebook here). My post about Amazon’s earnings last...
View ArticleTwitter and Foursquare’s shared growth problem
Ahead of Twitter’s earnings tomorrow, I wanted to do a quick take on the problem that both Foursquare and Twitter share when it comes to growth. Foursquare is a privately held company and as such we...
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Thoughts on Twitter earnings for Q2 2014
Note: This is part of a series on major tech companies’ Q2 2014 earnings (e.g. Google here, Microsoft here, Apple here and here, Netflix here, Facebook here and Amazon here). My post about Twitter’s...
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Breaking down Microsoft’s business
Note: this is a follow-up to my first post on Microsoft’s recent quarterly earnings, and is part of a series on major tech companies’ earnings for Q2 2014. Microsoft filed its 10-K for the year ending...
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Thoughts on Samsung’s Q2 2014 earnings (and its future)
This is, and isn’t, part of my series on tech companies’ Q2 2014 earnings. It is, because it uses Samsung’s Q2 earnings as a jumping off point, but it isn’t because it’s more of a think piece about...
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Analysis of Q2 2014 US wireless market
Last quarter, I provided an overview of trends among the major US wireless providers in Q1 2014, and I’m repeating that analysis here for Q2 2014. A short preview including some analysis has been...
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King’s downfall in charts
King Digital, maker of Candy Crush, reported its earnings for Q2 2014 on Tuesday, and they weren’t pretty. The market acted as if its results had suddenly soured from one quarter to another, but the...
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