Reply to this post iPhone replacement drives big Q2 15A results. Apple reported excellent Q2 15A results as the iPhone replacement cycle has remained strong....
Reply to this post Strong US$ masks good fundamental developments. Microsoft and Google produced good results that were marred by the problems caused by the...
Reply to this post Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps processor in the Galaxy s6,...
Reply to this post Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a thriving ecosystem of its own...
Reply to this post Watch expectations are already beginning to fall. The hype surrounding the Apple Watch is beginning to suffer from a healthy dose...
Reply to this post Samsung appears to have OPEX tightly under control. Samsung has guided to a good set of results as components was strong...
Reply to this post The disaster of Windows 8 can be made an advantage. The degree with which Windows 8 has failed to capture the...
Reply to this post Little prospect of margin improvement in handsets. Huawei has reported audited 2014A results which showed continued strong growth and profitability. However,...
Reply to this post HTC needs to do something different. The make or break time is fast approaching for HTC with long term CEO Peter...
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.
Microsoft Build – The great trade off
Reply to this post One thing at Build 2015 really stood out. Microsoft launched its Build 2015 developer conference with a plethora of announcements but...