Samsung Q4 14A – Storm rigged.
Reply to this post Steady results show better weathering of the handset storm. Samsung reported reasonable Q4 14A results and...
Apple and Yahoo! – Chalk and cheese.
Reply to this post Results highlight the differences between these two players. Investors greeted the results announcements of both companies...
Microsoft Q2 15A – Honeymoon ending.
Honeymoon end obscures long term upside. Microsoft reported in-line Q2 15A results but guided weakly as the corporate upgrade from...
Qualcomm & Samsung – Hot silicon
Overheating very unlikely to be a Qualcomm design flaw. There is enough noise in the market to make it likely...
Google – Control freak.
Google’s move to be an MVNO is all about control. It looks very likely that Google will launch its own...
Microsoft – The price is right.
Free upgrade is excellent news for the Microsoft ecosystem. Microsoft’s ambition to become an ecosystem company have crystalised further as...
HP – The eggs have landed.
HP loses more face over Autonomy. The end of the criminal investigation into HP’s allegations of fraud at Autonomy leaves...
Xiaomi – Circumnavigation.
Xiaomi must have exclusive services to succeed. Xiaomi is following in the footsteps of its rivals in building an ecosystem...
BlackBerry – Roller-coaster.
There is no reason why Samsung would want BlackBerry. BlackBerry has had a wild couple of days as rumours surfaced...
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.
Alibaba Q3 15A – Mobile menace