Xiaomi – African safari
Reply to this post Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but...
Sony Q2 16A – Glorious isolation
Reply to this post Short-term progress at the expense of the long-term. . Sony reported Q2 15A results that beat...
Google – Secret Squirrel
Reply to this post Merging Chrome OS and Android is really about control. I suspect that the real aim of...
Samsung Q3 15A – Coming of age.
Reply to this post Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3...
AAPL, TWTR, BABA – Mixed Bag
Reply to this post Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems...
Mobile Payments – Horrible trade-off
Reply to this post Security and a good user experience are almost mutually exclusive. I continue to believe that the...
Apple Music – Pandora’s box.
Reply to this post I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results...
GOOG, MSFT & AMZN – Three for three.
Reply to this post Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong...
Alphabet – All the wrong moves.
Reply to this post I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as...
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 – Cycle economics