Alibaba – The first moves
Reply to this post Alibaba and Meizu set the scene for Chinese ecosystems. Alibaba has agreed to invest $590m in...
Twitter Q4 14A– Essential Fabric
Reply to this post Ecosystem is now a real focus for Twitter. Twitter reported very solid results as monetisation of...
Sony Q3 14A– Selfie saviour
Reply to this post Selfie craze and PS4 underpin first signs of progress. Sony reported much better Q3 14A results...
Huawei – Halves and thirds
Reply to this post Market share gains only tell half the story. Huawei’s consumer business has had an excellent Q4...
Lenovo Q3 14A – The executioner
Reply to this post Results augur well for acquisition turnarounds. Lenovo reported excellent Q3 14A results despite the first time...
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...
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.
Ubuntu – A wider scope