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16 Jun 23
Updated: 19 Jun 23

Screen Shot 2023 06 17 at 11.39.33 PMAmazon rockets

with Roomba

Resumes relentless drive
for home efficiency tools 


Shares of Roomba vacuum cleaner maker iRobot rocketed over 20% higher in premarket trading after the UK’s Competition and Markets Authority OK’d its acquisition by Amazon. Increasingly, the customer centric giant is investing in all home service devices that drive user productivity...

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13 Jun 23
Updated: 15 Jun 23

Screen Shot 2023 06 14 at 9.36.47 PMLogitech's leader
leaves after 10yrs

Tech accessories champ
Darrell grew sales +150%


Tech accessories leader Logitech’s ceo Bracken Darrell, has decided to leave the company to pursue a new opportunity (Gamestop?). In the interim board member Guy Gecht will assume interim CEO while it searches for a new leader.This is a huge blow for the company....

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8 Jun 23
Updated: 8 Jun 23

Screen Shot 2023 06 07 at 11.26.22 PMHybrid Work forces 
late HP to defend

CFO Myers focused on cost
cuts & Poly 'zoom' rooms


Marie Myers, HP Inc's
CFO presented at Bank of America's Global Technology conference today. With demand for PC's a& printers plunging, she focused on the fancily named 'Future Ready Transformation' program aka cost reduction rather than. on creating real growth initiatives. 

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31 May 23
Updated: 31 May 23

dell michael handsD e l l  down from
weak PC market 

Infrastructure mkt strong.
'Anywhere' network drive


Dell Technologies, the $100Bn tech giant, reported a weaker sales and profits performance again in Q1'24. Whilst the consumer PC market slowed down, the infrastucture solutions group made strong headway in servers and networking. Results analysis tomorrow 0900ET

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31 May 23
Updated: 31 May 23

benioff Marc Salesforce 22Salesforce soars
towards $35Bn

CRM king elevates cloud
despite exec departures 


CRM #1 systems provider Salesforce ceo Mark Benioff enthused about growth trends in Q2'24. enthused about growth trends in Q2'24. Wall St sentiment has transformed... shares up +62% YTD, with concerns over the executive exodus and activist activity forgotten. The lone wolf leader seems unfazed...analysis complete

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30 May 23
Updated: 29 Aug 23

neri antonio HPE grip thumb other250 0HPE  H o n e s t

Pace Eventually

Smug ceo delivers from
strong Greenlake platform


Tech relic HP Enterprise ceo Antonio Neri at last substantiated some of his much hyped progress in Q2'23. It's starting to drive market share growth. The embryonic Aruba SaaS cloud and Greenlake platforms are becoming real growth catalysts. Can it sustain growth through 2024?

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30 May 23
Updated: 28 Aug 23

Lores Enrique HP 22 arrogantHaughty HP inks 

PCs/Print plunge

Loses mkt share v Lenovo
Printer+toner volumes sink


Old tech giant, HP Inc's printer & ink sales volume continued to decline double digits in Q2'23, mitigated by inflationary price hikes. PC demand sank losing market share to Dell & Lenovo. Can complacent, in denial, ceo Enrique Lores really reinvent the fading force whilst resorting to protectionism. Full report inc. Analysts Q&A session 

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29 May 23
Updated: 31 May 23

Screen Shot 2023 05 29 at 11.01.48 PMCould AI lure
return to office?

PWC chief says workers
will want to outsmart bots

 


Those reluctant to stop working from home could be encouraged back to the office by AI technology, said Kevin Ellis PwC's chairman. The explosion of artificial intelligence will lure people back to the office as they try to stand out from the bots, reports The Times' tech editor Katie Precott. We discuss....

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24 May 23
Updated: 31 May 23

Lores Enrique HP 22 arrogantHP's Haughty
Protectionism 

Imaging Tech Council's
'Greenwash' complaint


The International Imaging Technology Council (I-ITC) brought another complaint against HP Inc. over firmware and greenwashing. The continuing practice of preventing remanufactured cartridges from being used in HP’s “Dynamic Security” and “HP+” printers while marketing these devices as EPEAT-registered is typical of its arrogant protectionist racket....

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24 May 23
Updated: 31 May 23

Screen Shot 2023 05 24 at 7.46.49 PMNadella:"We want
to build prosperity"

Microsoft "We innovate to
help lifespans increase"


Microsoft CEO Satya Nadella
told the audience at it 'Build'23 vendor conference "We want the lifespans to go up. We want education and prosperity and standard of living to go up everywhere. That’s why we build technology. That’s why we innovate". We review key takeaways inc. ChatGPT's Mosaic Moment....

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