Blackberry – Brutal Maths.
Another round of bean counting reveals a dire outlook. The rotating doors are still turning as the old guard exits...
Nintendo – The thin red line.
The 3DS gives Nintendo some time but it must act now. Given, its awful performance to date, Nintendo’s results surprised...
LinkedIn Q4 – The ecosystem issue.
The narrow focus of some ecosystem plays is starting to hurt. First there was Twitter, now there is Linked-in. Linked-in...
Twitter Q4 – House of cards.
When so much is pinned on the future, the tiniest wobble is catastrophic. Twitter reported great maiden results but the...
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...
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.
HTC – No respite.