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...
Rockstar – Falling star
Desperate tactics indicate all is not well at Rockstar. It looks very much as if Rockstar has been having a...
Nintendo – Nadir of fortunes
There is worse to come for Nintendo. Nintendo issued a horrible profit warning on Friday and held a sanguine press...
NTT DoCoMo / Tizen – Spectre of Bit Pipe
NTT DoCoMo must succeed where everyone else has failed. NTT DoCoMo now faces one of the greatest challenges in its...
Intel Q4 – A later tide.
The tide is not going to turn on PCs until Q3 14. Intel reported Q4 results that met expectations but...
Huawei 2013 – Harder road ahead
Huawei will miss its 10% revenue growth target this year Huawei has released its preliminary statements regarding its performance in...
Net Neutrality – End of Freedom?
The Internet will not become the cable industry. In a landmark ruling the US court of appeals has thrown out...
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.
Apple Q2 – Service with a smile.