Reply to this post I think GoPro will end up being acquired. The difference between Fitbit and GoPro is that Fitbit has understood that the...
Reply to this post E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message that would be ramping up...
Reply to this post Fitbit is being forced to spend to stay ahead. Fitbit reported good Q1 16A results but cut guidance in order to...
Reply to this post I see a shake out with only a handful surviving. Just as in 2011 when every man and his dog was...
Reply to this post Security issues highlight more pressing problems. Google is trying hard to fix the endemic security issues that continue to plague Android...
Reply to this post Gap between ecosystem and hardware to increase this year. As the slowdown in the smartphone market is more severe than even...
Reply to this post Both companies being driven by new businesses. Amazon Q1 16A. Amazon reported mighty results as Amazon Web Services (AWS) grew by...
Reply to this post A stick in the eye for corporate governance. A great set of results was marred by the timely announcement of...
Reply to this post Cash flow is king when growth deserts. Apple FQ3 16A. Apple reported difficult FQ2 results but critically, iPhone shipments fell by...
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.
Oracle vs. Google – The Merry-go-round.
Reply to this post I think Google will end up paying less than $1bn. Google and Oracle are at it again with Oracle asking for...