Amazon Q1 15A– Silver lining
Reply to this post Amazon Web Services outshines a dull earnings report Amazon Web Services (AWS) was the bright spot...
Microsoft & Google– 2 for 2
Reply to this post Strong US$ masks good fundamental developments. Microsoft and Google produced good results that were marred by...
Facebook & Sony– Irrelevant variance
Reply to this post Variances from expectations have little to do with fundamentals. Facebook reported results and Sony pre-announced results...
Yahoo! Q1 15A– The last rabbit
Reply to this post Yahoo! Japan will be the last rabbit to distract the market. Yahoo! pulled its last rabbit...
Samsung, QCOM & TSMC – Win Win Lose
Reply to this post Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps...
Xiaomi – Hardware heaven?
Reply to this post Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a...
Yahoo! – Nowhere to go
Reply to this post Yahoo! had little choice but to stay with Microsoft. The changes that have been made to...
Netflix Q1 15A – The balance of power
Reply to this post Everything depends on Netflix achieving scale. Netflix reported Q1 15A results slightly below expectations but the...
Intel Q1 15A – Data centric
Reply to this post Data centres rescue the quarter but not the year. Intel reported Q1 15A results in line...
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 Q2 15A– The mighty cycle