Services are what really matters for long term profitability. Apple reported disappointing Q2 results as it missed iPhone shipments which cast a pall over the...
The value is there but Samsung is driven by earnings. Samsung’s Q4 was in line with estimates but I am getting increasingly concerned with its...
Software looks strong but Nokia smartphones had a shocker. While Microsoft reported excellent results, the Nokia smartphone business looks to have suffered badly. The...
There is worse to come for Nintendo. Nintendo issued a horrible profit warning on Friday and held a sanguine press conference but there is still...
NTT DoCoMo must succeed where everyone else has failed. NTT DoCoMo now faces one of the greatest challenges in its history as it too, is...
The tide is not going to turn on PCs until Q3 14. Intel reported Q4 results that met expectations but cautious commentary on the enterprise...
The founders and VCs are the real winners from this acquisition. Google’s acquisition of Nest is all about the ecosystem and highlights some trends that...
Tablet PCs are the key to a turnaround in the PC market this year. IDC and Gartner have confirmed what everyone already knew: 2013 was...
CES has highlighted how difficult 2014 will be for some. CES 2014 is almost over but three important trends have clearly emerged: First: Android commoditisation...
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.
Google Lenovo – The bigger picture.
Google is taking big steps to bring Android to maturity. Selling Motorola Mobility is a further step by Google to mature its ecosystem from the...