Global managers – looking for love in all the wrong places

Alex PollakPress

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If you were to look quickly, the ups and downs of reporting season would suggest that things are pretty much the same, or even slightly better. This isn’t so. Telstra has just reported its first ever mobile revenue drop – something we flagged here two years ago, which caused a … Read More

Apple rallies as the story fades

James LinPress

apple

The Apple price has popped almost 39% in the past year, including 10% in the days around the result a couple of weeks ago. This has less to do with the underlying numbers, which actually weren’t that great (more on that later) and more to do with the building excitement … Read More

Can Trump Disrupt Disruption?

Alex PollakPress

trump-tweet

Markets rallied on the back of the Trump victory, and probably correctly in the near term as the US will almost certainly commit to a series of expensive infrastructure projects to re-energise the mining industries and even possibly build a wall on the Mexican border. However ill-advised the spending targets, it … Read More

Why Netflix is in trouble

Alex PollakPress

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Everybody knows Netflix and Stan. Fewer know about Foxtel Play, BigPond Movies, TEN Play, ABC iview and SBS On Demand. In the US, Netflix still rules, with a 40% market share, and it’s the market leader here too. But competitors are coming. Monthly app downloads of HBO Now, Amazon Video, … Read More

Apple’s pivots

Alex PollakPress

magicleap

Apple reported its first annual decline in sales in 15 years last week, which is focusing investors’ minds, as well as those of the management. You wouldn’t expect the world’s most successful company not to be thinking seriously about what it should do next. So it is worth looking more closely … Read More

Infrastructure investment: Roads, rail, ports… cloud?

Alex PollakPress

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Do we need to widen the definition of infrastructure in the 21st century? Is it still just roads, ports, rail, electricity and the like, or should we be including the cloud – the virtualised and scale-able platform on which an increasing number of companies are starting to operate. Like who? Netflix, … Read More

Hey Siri, (Ok) Google is coming for you…

Alex PollakPress

google_ap

Think about this. In a world where search is done by voice, a lot of the screen-based, visual and clickable data which is surfaced via a keyboard is suddenly obsolete. This means very big changes for the business models of Google, Apple and Amazon for starters. It also explains why … Read More

Disruption, and how Foxtel (for example) got caught in it

Alex PollakPress

foxtel-vs-netflix-banner

What is disruption? Can businesses disrupt themselves? Why are disruptive businesses able to become so valuable in such a short time? Why can’t incumbents defend their own businesses against them? These questions will have been playing on the minds of senior management at Foxtel, which has just announced the closure … Read More