Apple vs Samsung – Erratum and update.
Adjusting view for error regarding wilful infringement. Yesterday’s note (see here) was incorrect in its statement that no finding of...
Apple vs. Samsung – Pyrrhic victory.
Victory costs Apple most of the value of its IP. Apple has won a finding of infringement by some of...
Facebook – Land grab.
Anonymous login is a land grab for user data. Facebook is holding its F8 developer conference this week at which...
Twitter Q1 – Dreams meet reality
Twitter’s Q1 was good, but not nearly good enough. Twitter reported results that met headline expectations but were not the...
Nokia – Best buddy
Nokia’s new strategy is focused on the shareholder. With the deal to sell the handset business to Microsoft now closed,...
Microsoft / Nokia – Quick Win
Synergies will be pretty easy to achieve. With the Chinese finally signing off on the deal, Microsoft has finally managed...
Microsoft Q3 – Groundwork
The foundations of something better are being laid. Microsoft reported good results as cloud and corporate helped offset the ongoing...
Apple and Facebook – 2 for 2
Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than...
Apple Q2E – Pushmi-pullyu
A beat is on the cards but guidance could be a hiccup. Apple reports Q2E results after the US close...
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.
Linked-In Q1 – Pain point.