Evan Niu, CFA

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Nokia's big bet on Windows Phone has proven to be a double-edged sword. Lumia unit volumes are on the rise, but Nokia still relies on Microsoft to develop its operating system platform. Microsoft has been dragging its feet, and Nokia is none too happy about it.

The software giant discloses its Surface revenue for last fiscal year, and it wasn't much. In fact, they're so low that they don't add up.

Google's new Chromecast is flying out the gate, with the dongle out of stock everywhere. That's bringing in developers and content providers, which threatens Apple's presence in the living room. A $10 defense might not last long.

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

Is this meaningful, or just another movement?

The social network briefly reclaims its IPO price of $38, thanks in large part to momentum from its last earnings release. Facebook is all about mobile these days, a stark contrast to what investors thought about it last year.

Zynga's latest earnings results were simply dismal. Nearly every relevant metric got crushed as the company struggled with competing on mobile platforms.

Google's new $35 Chromecast dongle looks like quite a deal, offering a streaming offering that undercuts Apple TV. Does Big G's second shot at the living room have a better chance?

China has been one of Apple's biggest growth engines during the past three years. Are the company's poor results last quarter cause for concern?

Facebook just posted massive growth in its mobile ad business, properly dispelling the myth that the social network can't monetize its mobile user base.

The South Korean giant may be about to take its chip game to the next level to better compete with Qualcomm and Apple. That's potentially bad news for both companies, but ARM Holdings won't mind.

Chinese search giant Baidu puts up a solid quarter as its mobile business continues to grow. Not many companies get to piggyback on the success of rivals, but Baidu is doing exactly that.

The South Korean conglomerate now comprises nearly half of all Android devices. That rise to power is a big risk to Google.

EA just said that Apple was its biggest retail partner, which shows how the distribution model has changed within the video game industry. Is Apple more friend or foe to gamer makers?