Microsoft and Amazon both had good nights on Thursday. Amazon posted fantastic sales but lousy profitability while Microsoft was bailed out by enterprise once again....
Qualcomm and MediaTek have at least one hurrah left. In the latest twist, Samsung and Corning have tidied up the shareholding around the j.v. Samsung...
Apple’s launches will keep share, nothing more. Apple stayed within the boundaries of the rumour machine yesterday in refreshing its line-up but not venturing anywhere...
Going private at $4.7bn is the absolute best case. The bean counters are out in force, and with Fairfax’s deadline approaching everyone is trying to...
I expect a good launch event, with one glaring exception. Nokia is holding its annual Nokia World event in Abu Dhabi this week. This is...
HTC started life as an ODM. That’s where it could end. Amazon has been in the tablet market for some time and it is only...
The iPhone 5c is performing far below expectations. Apple has been keeping it quiet but it is patently clear that the iPhone 5c is simply...
Microsoft’s relationship with its partners has never been worse. For the last 10 years when Microsoft’s has dabbled in hardware, its partners have watched it...
It is pointless but that does not matter. Samsung has finally launched a curved display device. It is the Samsung Galaxy Round which has a...
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.
Apple Q4 – New life needed
Growth from here needs another segment. Apple reported good Q4 results but concerns around competition and profitability caused weakness in after-hours trading. Revenues / EPS...