Radio Free Mobile deepens its flagship research product with the publication of: Microsoft – Mission Impossible – An in depth analysis of the Microsoft ecosystem
Microsoft’s position is difficult but not impossible. Nadella’s mission, which he has decided to accept, is three fold. 1) Control legacy, 2) Bring the ecosystem...
Sony FY 15A – Expectations management.
Reply to this post Hirai gives himself some breathing space for FY16E. Sony reported FY 15A results that were in...
Google – Law of small numbers.
Reply to this post Google must take control of software distribution. The headlines are touting 80% growth in share for...
Facebook and Nokia – Value in patience.
Reply to this post Facebook deal underlines that it is too early to sell Here. It looks very likely that...
Samsung Q1 15A – Pointless gimmicks pay
Reply to this post The pointless curved screen should generate some EBIT. Samsung reported its full Q1 15A results that...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Fitbit – Market timing.