Xbox One vs. PlayStation – Different minds
Sony must fix PlayStation if it is to hold onto its lead. Since the launch, PlayStation has systematically beaten Xbox...
Apple and Microsoft – Quiet before the storm
Both Apple and Microsoft reported humdrum results ahead of big events. Apple Apple reported Q314A results that were broadly in...
Samsung vs. Google – Sun Valley tea party
Fight over wearables looks like a storm in a teacup. Samsung and Google are at it again but this time...
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.
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.
Amazon Q2A – Disciplinary matters