Reply to this post Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but margins are going to remain...
Reply to this post Short-term progress at the expense of the long-term. . Sony reported Q2 15A results that beat expectations but I think that...
Reply to this post Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor...
Reply to this post Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...
Reply to this post Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre,...
Reply to this post Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC,...
Reply to this post Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and...
Reply to this post Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still...
Reply to this post Amazon’s embargo on Apple and Google is self-defeating. Amazon’s latest move further highlights that it has still not yet really understood...
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 – Cycle economics
Reply to this post The end of the iPhone 6 product cycle is normal and expected. It is starting to appear that the iPhone 6s...