Reply to this post Fitbit has earned time to develop its ecosystem. Fitbit reported good Q2 16A results as demand continues to be steady while...
Reply to this post Apple as a bond is yielding 9.8%. Apple reported better than expected Q3 16A results as the iPhone SE sold better...
Reply to this post Precipitous decline underscores the problem. It looks like demand for smartwatches has precipitously declined in Q2 16A, taking the overall outlook...
Reply to this post Huawei flat-line passes advantage to Samsung. The first indications for the smartphone market in Q2 16A are pointing a loss of...
Reply to this post I think ARM could return to the market in 5 to 10 years. SoftBank and ARM have announced that SoftBank will...
Reply to this post The iPhone 6 is so good; it does not need replacing. The summer season of speculation, rumour and leaks of what...
Reply to this post YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...
Reply to this post Connecting the next 4bn is about making money. Facebook has entered the next stage of its strategy to connect the next...
Reply to this post A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence...
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.
LeEco – Join the dots
Reply to this post LeEco looks more like Samsung than Apple. LeEco is rapidly assembling the pieces that it needs to create a global digital...