Content will be the key asset for Netflix from here. Netflix handsomely beat forecasts with Q4 revenues / EPS of $1.18bn / $0.79 compared to...
There is worse to come for Nintendo. Nintendo issued a horrible profit warning on Friday and held a sanguine press conference but there is still...
NTT DoCoMo must succeed where everyone else has failed. NTT DoCoMo now faces one of the greatest challenges in its history as it too, is...
The founders and VCs are the real winners from this acquisition. Google’s acquisition of Nest is all about the ecosystem and highlights some trends that...
CES has highlighted how difficult 2014 will be for some. CES 2014 is almost over but three important trends have clearly emerged: First: Android commoditisation...
Dual Boot is a hack that is doomed to failure. CES 2014 is full of devices that are trying to be both laptops and tablets....
Extending HomeSync is yet another strand of the web. Samsung’s moves are subtle but taken together it is clear that Samsung is intending to build...
Twitter and Apple fare badly on smartphone usage. The smartphone app. charts for 2013 are out (for the US anyway) and it makes interesting reading...
Amazon needs to restructure Amazon Prime. Amazon has announced that its sales of Kindle products this year were the best ever but given last year’s...
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.
Samsung – Home on the range.
The value is there but Samsung is driven by earnings. Samsung’s Q4 was in line with estimates but I am getting increasingly concerned with its...