There is no longer a reason to sell. Twitter is no Facebook but I suspect that the next 2 years could follow a very similar...
The single offerings for Digital Life are running out of steam. Linked-In reported good Q1A results but guided weakly as growth is slowing more quickly...
Anonymous login is a land grab for user data. Facebook is holding its F8 developer conference this week at which the most significant announcement was...
Twitter’s Q1 was good, but not nearly good enough. Twitter reported results that met headline expectations but were not the blow-out that the valuation of...
Synergies will be pretty easy to achieve. With the Chinese finally signing off on the deal, Microsoft has finally managed to close its purchase of...
The foundations of something better are being laid. Microsoft reported good results as cloud and corporate helped offset the ongoing weakness in PCs. Fiscal...
Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than expected. The increased dividend and...
Nike’s hardware exit is ominous for those that remain. The exit of Nike from its FuelBand product shows how difficult hardware can be and that...
Mobile pricing is likely to stay low for a while. Google failed to beat expectations as pricing fell by more than expected due to the...
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 – On the beat
Beats signals the need to buy not build. Apple is thought to be in advanced talks to buy Beats Audio for $3.2bn. Beats Audio is...