Moto E – Last of the line
Google has deep pockets. Lenovo does not. The Moto E is a triumph for the consumer offering more smartphone than...
Mobile devices – Static signs
Look to the ecosystem to find growth. Samsung has sold 10m Samsung Galaxy S5 in the first 25 days from...
Microsoft – Hopes Surface
The Surface-mini needs to be on WP8.1 not RT. Microsoft is holding an event on May 20th where it is...
Apple – On the beat
Beats signals the need to buy not build. Apple is thought to be in advanced talks to buy Beats Audio...
Nintendo – Edge of darkness
Nintendo’s intransigence could be fatal. Nintendo reported another dreadful set of results as it missed its own forecasts made just...
Twitter – Face change.
There is no longer a reason to sell. Twitter is no Facebook but I suspect that the next 2 years...
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...
Linked-In Q1 – Pain point.
The single offerings for Digital Life are running out of steam. Linked-In reported good Q1A results but guided weakly as...
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.
Sony Q4A – Patient reward