Nothing Netflix tells investors helps them confidently predict that this grow-now-and-pay-later strategy will pay off. You either believe it, or you don’t.
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An investigation by federal authorities into the possible theft of trade secrets by Huawei could give even more weight to a US campaign against the Chinese company.
Repetition breeds reality. Such is the case with allegations the US has levelled at China in their budding economic Cold War.
Huawei cut loose a sales director arrested in Poland on suspicion of espionage, moving swiftly to distance itself from a case that may crystallise fears the telecommunications giant helps Beijing spy on Western governments.
Allen Zhang stepped on stage to wrap up a long day of presentations at a Tencent Holdings conference. Four hours later, the WeChat founder had methodically torn apart his own brainchild before mapping out the next act for China’s premier super-app.
The Chinese Internet giant seems set on building out the long tail, maximising value beyond mainstream usage of its core products.
The smartphone market is following the growth-challenged path of PCs. That won’t please executives at Samsung Electronics and Apple, but their pain might be great for consumers.
It is increasingly clear that the company’s base of loyal users isn’t an inexhaustible resource from whom it can forever extract a rent through its services offerings
Let’s not fixate on what’s gone wrong for Apple in China. The company has many other problems that it seems to be doing too little to address.
Apple won’t be placing a giant booth at the big CES tech trade show starting on Sunday in Las Vegas, but its recent sales warning – and the country it blamed for the shortfall – will undoubtedly be the talk of the show.