Microsoft’s Band is another shot at the ecosystem. The new Microsoft Band is not much to look at but if it is robust and works...
Samsung does not seem to have any idea what to do. Samsung reported awful Q3 14A results as profitability in the handset business collapsed far...
Microsoft has the bit between its teeth while Amazon flounders. Microsoft and Amazon reported results on 23rd October leaving me in no doubt that a...
Apple on course for a superb quarter to the detriment of Samsung. Apple reported Q4 14A results that comfortably beat estimates and guided above consensus...
Samsung has one chance to avoid the fate of its predecessors. Samsung looks to be teetering on the edge of suffering the same fate as...
Q4 14E will be the most competitive ever for devices. Apple’s accidental launch of the new iPad Air 2 and iPad Mini 3 combined with...
Core M is the key to a laptop replacement cycle. Intel reported solid Q314A results as corporate PC demand continues to keep the PC market...
The latest releases from Apple are unlikely to reignite growth. The tablet market has been the fastest market to go from birth to rapid growth...
Microsoft’s understanding of the ecosystem is a big threat In the next generation console war, the first round has emphatically been won by Sony. The...
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.
Sony Q2 14A – Tough times
The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises. Q2 14A Revenues / operating...