Amazon Q4 14A – The EBIT question
Reply to this post Q4 14A margins may not be sustained into 2015E. Amazon reported good results as management seems...
Alibaba Q3 15A – Mobile menace
Reply to this post The move to mobile is causing problems. Alibaba reported Q3 15A results that missed expectations as...
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...
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.
Lenovo Q3 14A – The executioner