Covering Developments in May 2020

  • The Big News: "Q1 Hardcopy Results Point to a Worse Q2 ... Then What?" - It's clear the COVID-10 pandemic is depressing hardcopy revenue and earnings. But we ought to be especially suspicious of blanket “if not for COVID” justifications for negative results that have multiple causes. And it is also increasingly clear there is a split between vendors who are counting on a quick “V-shaped” economic recovery, and those who are more realistically anticipating a prolonged “U-shaped” recovery with much more uncertain timing.
  • The Editorial: "Do Not Follow This Bouncing Ball!" - Marketing is a lot more than what marketing puts forth as marketing. One wonders if Xerox’s marketing machine has picked up a newspaper, perused a business news site, or watched financial cable news since last Halloween. The REAL marketing message Xerox put forth in the REAL world from last November to May was its unrealistic, untenable, ultimately failed effort to buy HP in a hostile takeover with many borrowed billions and an embarrassingly unrealistic “plan” for how it would all work.
  • In Other News - Epson has announced its first A3 color Supertank cartridge-free printer for resellers. ... Toshiba TEC has admitted it either needs to find a partner or a buyer for its third-tier printing business. ... Now that Monotype is a private company again, it's back to buying small font makers. ... With coffee shops and lots of other locales closed or curtailed, PrintWithMe is trying an Uber-like delivery service for prints. ... China's Ningbo Deli has launched its second series of entry-level A4 monochrome MFPs and printers for sale just in China. ... Samsung has launched its latest rebadged HP inkjet printers in in the only market it can: Korea. ... Kyocera has once again tweaked an entry-level A3 TASKalfa platform with models that won't ever be seen in the US. ... Canon is on a roll with its speedy roll-out of more A3 imageRUNNER ADVANCE DX series MFPs. ... And Taiwan's Faraday says its new SOC platform could be used to power new MFPs. ... Plus a whole lot more!