Mobile Modularity – Rules of the road.
Reply to this post A modular device is far harder than it sounds. Google is continuing to struggle with Project...
Samsung – Bones of phones.
Reply to this post There’s nothing wrong with being a component company. The latest flagship devices continue to show very...
Lenovo Q1 16A – White knuckle ride.
Reply to this post One to watch but its scary ride right now. Lenovo reported disappointing Q1 16A results...
Alibaba Q1 16A – Law of large numbers.
Reply to this post Good growth but not good enough. Alibaba disappointed the market with its Q1 16A results as...
Alibaba – Trip down the Amazon.
Reply to this post Alibaba is evolving to become the Amazon of China. With its 20% investment in Suning, Alibaba...
Google – The birds and the elephant.
Reply to this post Many birds hit with one stone but the elephant is missed. Google’s restructuring should bring some...
Apple Music – Drop out question
Reply to this post Spotify net adds is the key metric to watch. Apple has announced that it has signed...
HTC Q2 15A – Virtual Reality
Reply to this post Hopes for recovery exist in virtual reality. HTC reported Q2 15A results that were in line...
Fitbit Q2 15A – Peak performance
Reply to this post Fitbit showing every sign of doing a GoPro. Fitbit reported blowout Q2 15A results but the...
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.
BlackBerry – Horrible hybrid.