Twitter is not the next Facebook. Twitter and Facebook are often compared directly against one another but in reality they are very different animals. Facebook...
Apple Pay is the victim of a much bigger conflict. It looks like mobile based payments are at last about to see some traction, catalysed...
Microsoft has the bit between its teeth while Amazon flounders. Microsoft and Amazon reported results on 23rd October leaving me in no doubt that a...
Apps for Android signal a real change in strategy. Microsoft Garage is a skunkworks inside Microsoft known for being a geeky haven, and it has...
Yahoo! must focus on registered users to have any chance of growth. Yahoo! reported reasonable Q3 14A results but still the commentary and promises are...
Apple on course for a superb quarter to the detriment of Samsung. Apple reported Q4 14A results that comfortably beat estimates and guided above consensus...
Samsung has one chance to avoid the fate of its predecessors. Samsung looks to be teetering on the edge of suffering the same fate as...
Slowing growth does not make the shares unattractive. Google reported slightly disappointing results as growth from its core advertising business in fixed Internet slowed a...
Q4 14E will be the most competitive ever for devices. Apple’s accidental launch of the new iPad Air 2 and iPad Mini 3 combined with...
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.
Facebook Q3 14A – The morning after
The easy growth looks over. Investments are now required. Facebook reported good Q3 14A results but there are signs that growth is starting to slow...