Reply to this post Alibaba and Meizu set the scene for Chinese ecosystems. Alibaba has agreed to invest $590m in Meizu, a small Chinese manufacturer...
Reply to this post Selfie craze and PS4 underpin first signs of progress. Sony reported much better Q3 14A results than expected, driven by camera...
Reply to this post Market share gains only tell half the story. Huawei’s consumer business has had an excellent Q4 14A as far as market...
Reply to this post Results augur well for acquisition turnarounds. Lenovo reported excellent Q3 14A results despite the first time inclusion of two loss making...
Reply to this post Q4 14A margins may not be sustained into 2015E. Amazon reported good results as management seems to have finally decided that...
Reply to this post Steady results show better weathering of the handset storm. Samsung reported reasonable Q4 14A results and some signs have emerged that...
Reply to this post Results highlight the differences between these two players. Investors greeted the results announcements of both companies with enthusiasm but for very...
Honeymoon end obscures long term upside. Microsoft reported in-line Q2 15A results but guided weakly as the corporate upgrade from Windows XP to Windows 7...
Google’s move to be an MVNO is all about control. It looks very likely that Google will launch its own branded MVNO during 2015 using...
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.
Ubuntu – A wider scope
Reply to this post A concept device for those looking to create an ecosystem. Canonical and BQ (a Spanish handset maker) have joined forces and...