Fight over wearables looks like a storm in a teacup. Samsung and Google are at it again but this time the fight is over what...
Cuts look much bigger than they seem. Microsoft’s planned 18,000 job cuts seems to spell the end of in-house manufacturing and has wide implications for...
Good performance justifies the love Google reported good results as advertising volume continued to comfortably outpace pricing declines. Q2A Revenues-exTAC / Adj-EPS were $12.7bn /...
Alliance is just a first step in addressing the enterprise. Apple and IBM have announced an exclusive partnership that will make iOS devices a much...
Alibaba hides very disappointing display revenues. Once again Yahoo! has managed to keep poor results hidden amongst the spotlight glare of Alibaba. Q2A Revenues /...
If all you do is build it, they won’t come. Nadella’s recent memo says all the right things but reveals the vast amount of work...
Users are buying Xiaomi for the right reasons. With 26.1m devices sold in H1 2014, Xiaomi is becoming a force to be reckoned with. This...
Fire phone’s draw looks to have already faded. Some observers are wondering why anyone outside the US would want to buy Amazon’s smartphone but I...
Google buying Songza is bad for Samsung not Spotify. Google has decided to acquire the music streaming service Songza which effectively means that Samsung will...
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 and Microsoft – Quiet before the storm
Both Apple and Microsoft reported humdrum results ahead of big events. Apple Apple reported Q314A results that were broadly in line with expectations but guided...