Reply to this post Results highlight the differences between these two players. Investors greeted the results announcements of both companies with enthusiasm but for very...
Honeymoon end obscures long term upside. Microsoft reported in-line Q2 15A results but guided weakly as the corporate upgrade from Windows XP to Windows 7...
Google’s move to be an MVNO is all about control. It looks very likely that Google will launch its own branded MVNO during 2015 using...
Free upgrade is excellent news for the Microsoft ecosystem. Microsoft’s ambition to become an ecosystem company have crystalised further as upgrades to Windows 10 from...
Xiaomi must have exclusive services to succeed. Xiaomi is following in the footsteps of its rivals in building an ecosystem via purchasing small shareholdings but...
Duck in danger becomes chicken and egg. Samsung has at last launched a handset based on Tizen’s software. The device is called the Z1, has...
Lenovo offers far more value than Xiaomi. Following the acquisition of Motorola Mobility from Google, it looks very much as if Lenovo has realised that...
Office 365 is reaping the rewards of change. Microsoft’s change in attitude towards Office software is starting to reap real rewards. Only 12 months ago,...
Android Lollipop is still nowhere to be found. Despite being launched over 7 months ago, with availability for the last 4 months, Lollipop devices are...
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.
Alibaba Q3 15A – Mobile menace
Reply to this post The move to mobile is causing problems. Alibaba reported Q3 15A results that missed expectations as revenue growth was weaker than...