Lenovo Q1 17A – Heavy weather.
Reply to this post I see opportunity but not without risk. Lenovo is hanging on in the difficult markets that...
Tencent Q2 16A – Stairway to heaven?
Reply to this post Tencent remains a few steps away from greatness. Tencent followed Alibaba in reporting a mighty set...
Amazon – Curse of integration
Reply to this post Amazon still misses the wood for the trees. Twitch has announced that it will be acquiring...
Xiaomi – Reality check pt V.
Reply to this post Falling revenues reduces valuation to $3.6bn (92% below last raise). Xiaomi has slipped to number 3 in...
Google – From Russia with Love pt. II
Reply to this post Russian ruling could have global implications. Although the Russian complaint against Google is a sideshow compared...
Alibaba FYQ1 16A – Monetisation magic
Reply to this post Improving monetisation underpins mighty numbers. Alibaba reported very strong FYQ1 16A results as a very good...
Samsung – Pick and mix
Reply to this post I think the acquisition of Dacor is all about cross-device. Samsung’s move to buy the high-end...
Facebook – Almost the final frontier pt. II
Reply to this post WhatsApp could be the edge Facebook needs to catch-up. Facebook is finding other ways to penetrate...
Android security – Swiss cheese pt. III
Reply to this post Security is just another reason to close Android down. Another vulnerability has emerged that exposes over...
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.
Cyanogen – Call for vultures.