Archive For

October 2014

Google Q3 14A – Law of large numbers

          Slowing growth does not make the shares unattractive. Google reported slightly disappointing results as growth from its core advertising business...

Apple vs Google – Spoiler war

          Q4 14E will be the most competitive ever for devices. Apple’s accidental launch of the new iPad Air 2 and...

Intel Q314A – Waiting for Godot

          Core M is the key to a laptop replacement cycle. Intel reported solid Q314A results as corporate PC demand continues...

Google – Chasing ghosts

          Amazon is not the problem. Its Apple. Amazon is what keeps Eric Schmidt up at night but in reality what...

Tablets – The long goodnight

          The latest releases from Apple are unlikely to reignite growth. The tablet market has been the fastest market to go...

Xbox One vs. PS4 – The late game

          Microsoft’s understanding of the ecosystem is a big threat In the next generation console war, the first round has emphatically...

PCs Q3 14A – Big is beautiful

          Only bad marketing keeps the PC market from growth. Both Gartner and IDC have released their Q314A figures for the...

Yahoo! – Fire in the pocket

          At $10bn, even a financial return looks to be a challenge. Yahoo! has made a huge return from its investment...

Samsung Q3A – All at sea

          Samsung is getting closer to the fate of its peers. Samsung has guided for Q314A results that strongly indicate that...

Research Publication – Mobile Ecosystems – Tick of the Clock

October 6th 2014:  Radio Free Mobile updates its flagship research product with the publication of: Mobile Ecosystems – Tick of the clock Mobile Ecosystems – Tick of...