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...
Amazon is not the problem. Its Apple. Amazon is what keeps Eric Schmidt up at night but in reality what he should be worrying about...
The latest releases from Apple are unlikely to reignite growth. The tablet market has been the fastest market to go from birth to rapid growth...
Microsoft’s understanding of the ecosystem is a big threat In the next generation console war, the first round has emphatically been won by Sony. The...
At $10bn, even a financial return looks to be a challenge. Yahoo! has made a huge return from its investment in Alibaba but its fiduciary...
Samsung is getting closer to the fate of its peers. Samsung has guided for Q314A results that strongly indicate that it is losing control of...
October 6th 2014: Radio Free Mobile updates its flagship research product with the publication of: Mobile Ecosystems – Tick of the clock Mobile Ecosystems – Tick of the Clock – (Click here...
Usage of Chrome is likely to continue growing. The latest data from Net Market Share (see here) shows that Chrome is steadily gaining share when...
Windows 10 aims to keep the corporate cycle from collapse. Typically when Microsoft makes a major new release it fares badly and then the next...
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.
Google Q3 14A – Law of large numbers
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...