It's earnings season. Talked to ECommerce Times this morning on IBM's Q3. IBM reported third-quarter sales of $24.7 billion . This is below Wall Street expectations of $25.4 billion. The weak performance was across all IBM business segments, … [Continue reading]
eBay
Talked with ECommerce Times about eBay. The company overhauled its look. It went for a more contemporary design a la Pinterest. What is even more interesting, eBay launched a new app, eBay Now, entering the same-day delivery service. The idea is that … [Continue reading]
Hewlett Packard
In another interview with ECommerce Times we talked about HP. At their last earnings call Hewlett-Packard CEO Meg Whitmen had not a lot of good news to report. 1: The PC business, Servers and Storage business were down 2: Enterprise services were … [Continue reading]
Just recently I talked with E-Commerce Times about Twitter. Its CEO Dick Costolo said that his company is not going public anytime soon. I applaud this, because he gives all the right reasons why that is the case. One, they don’t need the money. … [Continue reading]
Facebook: The Aftermath of the Earnings Call
Facebook's first earnings call last week was a big deal. Investors had a lot of questions after the initial IPO and the subsequent decline of the stock. I did an interview with E-Commerce Times on the results. Here is the long version of my … [Continue reading]
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