Sony – Dare to be different.
Sony must still control the experience on PCs if it sells. While all the attention is on Microsoft, it appears...
Microsoft – Myopic Machinations
The opportunity is at risk from taking the easy option. The naming of Satya Nadella as the next CEO could...
Facebook Q4 – Some steam left
Being limited to social networking will not hit growth in 2014. Facebook reported strong Q4 results as it continued to...
Google Lenovo – The bigger picture.
Google is taking big steps to bring Android to maturity. Selling Motorola Mobility is a further step by Google to...
Yahoo! Q4 – Tough love.
Alibaba grabs attention but upside is in the ecosystem. The value in Yahoo! continues to be driven by the Asian...
Apple Q2 – Service with a smile.
Services are what really matters for long term profitability. Apple reported disappointing Q2 results as it missed iPhone shipments which...
Samsung – Home on the range.
The value is there but Samsung is driven by earnings. Samsung’s Q4 was in line with estimates but I am...
Microsoft Q2– The Good and the Bad
Software looks strong but Nokia smartphones had a shocker. While Microsoft reported excellent results, the Nokia smartphone business looks to...
Netflix Q4– On to stage 2
Content will be the key asset for Netflix from here. Netflix handsomely beat forecasts with Q4 revenues / EPS of...
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.
Twitter Q4 – House of cards.