Wearables – Holding pattern
Reply to this post Wearables are sitting in a holding pattern. Amazon, eBay and Google (Maps) have ceased supporting their...
Apple vs. Qualcomm – Proxy war
Reply to this post Apple’s intransigence plays into Qualcomm’s hands. Qualcomm has been forced to adjust its guidance for the...
MSFT / GOOG / AMZN – Law of large numbers.
Reply to this post The big guys get bigger. Microsoft Microsoft reported slightly disappointing results where the ageing Surface Pro...
Samsung Q1 17 – Roaring 40s
Reply to this post Semis is a powerhouse with growth and margins in the 40s. Samsung reported a superb...
Yahoo – Fair fee.
Reply to this post I don’t begrudge Marissa her 5% payoff. While it appears that Marissa Mayer is being paid...
Juicero – Cautionary tale.
Reply to this post A cautionary tale for budding entrepreneurs. While Juicero is no Theranos, it has got itself into...
Microsoft – An Office education.
Reply to this post Office in education sets up the future. While the education segment is still relatively small when...
Digital Assistants – Bursting bandwagon.
Reply to this post Digital assistant bandwagon bursting at the seams. Building a digital assistant is all the rage...
Mobile Payments – Trouble in paradise
Reply to this post Mobile Payments are going the wrong way. It appears that the usage of Apple Pay on...
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.
Apple FQ2 17– New normal