Reply to this post Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but margins are going to remain...
Reply to this post Short-term progress at the expense of the long-term. . Sony reported Q2 15A results that beat expectations but I think that...
Reply to this post Merging Chrome OS and Android is really about control. I suspect that the real aim of bringing Chrome OS and Android...
Reply to this post Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...
Reply to this post Security and a good user experience are almost mutually exclusive. I continue to believe that the trade-off between ease of use...
Reply to this post I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results and guided weakly mostly as...
Reply to this post Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong after-hours performance following their results...
Reply to this post I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of...
Reply to this post The ecosystem is Yahoo!’s only chance at a turnaround. Another lacklustre set of results further underscores that Yahoo!’s inability to execute...
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 – Cycle economics
Reply to this post The end of the iPhone 6 product cycle is normal and expected. It is starting to appear that the iPhone 6s...