Sony’s advantage already looks to be at risk. Microsoft’s efforts to make up for the disastrous launch of the Xbox One are finally bearing fruit...
Patent royalties will pressure margins further. Xiaomi has hit a road block in India as some of its products have been hit with a preliminary...
A third way to monetise may be about to emerge. Microsoft’s pricing scheme for Windows 10 has yet to be released but it looks like...
Only volume can improve profitability. LG’s latest moves show all the signs of a company that has come to terms with its commoditisation. In many...
Alibaba is on the right path with Yun OS. Alibaba is a giant in the e-commerce space but it has very little in the areas...
Google must take control to improve the experience. Despite being available for just over one month, adoption by the Android installed base of Android L...
Potential reshuffle fails to fix the problem. It looks as if it’s the head of sales and marketing who is taking the fall for the...
The first Indian ecosystem launches. It won’t be the last. India’s second biggest handset vendor has launched a new line of devices resplendent with a...
Getting back into China will be long, tough haul Google has been effectively absent from the Chinese market since 2010. With the growth of Internet...
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.
Xiaomi – Reality Check Pt II
Xiaomi disclosures push valuation even lower. A disclosure to the Shenzhen stock exchange has revealed the reality of Xiaomi’s financial performance in 2013A. Xiaomi...