Reply to this post Yahoo’s strategy has McKinsey written all over it. Yahoo reported another lacklustre set of results and its strategic update gave every...
Reply to this post Great numbers, bad dependency on Apple. Alphabet reported very strong results as high end users shifting to the iPhone improved Google’s...
Reply to this post A slowdown at Alibaba is inevitable. Alibaba reported good FQ3 15A results but there are signs that the outlook going forward...
Reply to this post Microsoft and Amazon have a very different day. Microsoft FQ2 16A. Microsoft reported steady results as Office 365 and cloud services...
Reply to this post There is a bump in the road ahead. Facebook reported very strong results as revenues from both mobile and fixed saw...
Reply to this post Twitter could easily trade below $10 per share. Everything is changing at Twitter except the one thing that really matters: its...
Reply to this post Trouble with Oracle gives the perfect excuse to abandon open source. Vast revenues from Android should come as no surprise. Google’s...
Reply to this post Spotify and Apple are the only two with a bright future. Spotify has the smarts, Apple the default while Deezer manages...
Reply to this post The market is calling out the donkeys disguising themselves as unicorns. The market has gotten off to a terrible start in...
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.
Lenovo FQ3 16A – Always uphill.
Reply to this post Now comes the hard part for Lenovo. Lenovo reported a difficult results where market conditions marred what was another quarter of...