Tablets – Google on top?
Android now has huge share in tablets but is it really Google? The latest data on the tablet market shows...
Leap Motion – Desk draw candy
Leap Motion has huge potential but this version is no more than a toy. The delayed Leap Motion controller is...
FaceBook Q2 – Efficiency Engine.
Great numbers but the bigger picture is missing. FaceBook reported strong Q2 results as monetisation of mobile traffic improved much...
Apple Q3 – Middle Age Spread.
These results have maturity written all over them. Apple reported Q3 results that beat expectations as iPhone shipments beat expectations...
Google – King of data
Google looks increasingly mature from here. The key to monetisation of the internet is user data and Google has this...
Apple – Maps and screens
There is no point in acquiring Tom Tom. The wires have been alive for the last few days with the...
GOOG and MSFT – Dog days
Google and Microsoft both had a difficult night. Google Google reported results that missed expectations as price erosion hit revenues...
Nokia Q2 – Hit and miss
Light Q2 sets up potential for a bounce in Q3. Nokia missed revenue expectations but profitability improved to allow profits...
Dell – Game of Chicken.
Shareholders are playing a dangerous game in trying to force a higher price. Today is the day when shareholders must...
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.
Samsung Q2 – Sign of things to come.