Microsoft – Holding pattern.
Reply to this post Phones effectively paused while ecosystem is fixed. Microsoft is reducing the scale of its mobile phone...
Apple Watch – Bean counting
Reply to this post Apple Watch EBIT margins likely to have suffered from low volume. If the latest reports are...
Samsung Q2 15A – Over the hump
Reply to this post This will be the last quarter of hard comparisons. Samsung guided to weaker than expected Q2...
Indian ecosystems – Virgin territory.
Reply to this post Using Google as a stop gap likely to have a disastrous effect. Many players are using...
Sony vs. Microsoft – Generation gap.
Reply to this post Sony looks to be at risk in the next generation. Sony is continuing to dominate the...
Xiaomi – Method in the madness.
Reply to this post Xiaomi needs to squeeze as much from the Internet as it can. Xiaomi’s move to enter...
Samsung Tizen – Policy expired.
Reply to this post Tizen is an expensive and expired insurance policy. Samsung has announced that it will continue its...
Google vs. Microsoft – Away game.
Reply to this post Winning the away game is always the hardest. Google has responded to Microsoft making its Office...
Microsoft – MS Phone home.
Reply to this post There are signs that Microsoft may be backing away from phones. Following the executive re-organisation last...
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.
PCs Q2 15A – The cruel sea