Microsoft – Silent knife
Cuts look much bigger than they seem. Microsoft’s planned 18,000 job cuts seems to spell the end of in-house manufacturing...
Google Q2A – Top of the pops.
Good performance justifies the love Google reported good results as advertising volume continued to comfortably outpace pricing declines. Q2A Revenues-exTAC...
Apple / IBM – Juicy fruit.
Alliance is just a first step in addressing the enterprise. Apple and IBM have announced an exclusive partnership that will...
Yahoo! Q2A – Chinese spotlight.
Alibaba hides very disappointing display revenues. Once again Yahoo! has managed to keep poor results hidden amongst the spotlight glare...
Microsoft – Field of dreams.
If all you do is build it, they won’t come. Nadella’s recent memo says all the right things but reveals...
Gone camel racing – Back Tuesday July 15th
RFM is hanging up the mike until Tuesday 15th July.
PCs Q2A – Signs of life
RFM still expects the PC market to grow in H2 2014. Both IDC and Gartner gave their estimates of the...
Xiaomi – The big leagues
Users are buying Xiaomi for the right reasons. With 26.1m devices sold in H1 2014, Xiaomi is becoming a force...
Samsung Q2A – Brave face
The decline may have started early. Samsung reported very disappointing Q2 14A results but it looks like the whisper numbers...
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.
Samsung vs. Google – Sun Valley tea party