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...
Nokia – Here and now
Reply to this post It is too early to sell HERE. It seems that Nokia may be seeking to acquire...
Twitter – Take no prisoners.
Reply to this post Another ruthless demonstration of the value of data. The closing of Twitter’s data feed to third...
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.
Microsoft & Google– 2 for 2