Valuations in this segment are reaching nose bleed territory. Just four months ago Snapchat closed a series B round of $60m with a valuation of...
Microsoft and Amazon both had good nights on Thursday. Amazon posted fantastic sales but lousy profitability while Microsoft was bailed out by enterprise once again....
Apple’s launches will keep share, nothing more. Apple stayed within the boundaries of the rumour machine yesterday in refreshing its line-up but not venturing anywhere...
Going private at $4.7bn is the absolute best case. The bean counters are out in force, and with Fairfax’s deadline approaching everyone is trying to...
I expect a good launch event, with one glaring exception. Nokia is holding its annual Nokia World event in Abu Dhabi this week. This is...
Good results mask corporate governance shortcomings. Google reported good Q3 results as market share inched up and its new ways of attracting advertisers gained traction....
HTC started life as an ODM. That’s where it could end. Amazon has been in the tablet market for some time and it is only...
Alibaba is flying. Core business is waiting. Yahoo! reported reasonable Q3 results which where more driven by events at Alibaba than by the progress being...
Microsoft’s new CEO must be an outsider. I do not envy John Thompson. The fate of one of the worlds great companies rests on his...
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 Q4 – New life needed
Growth from here needs another segment. Apple reported good Q4 results but concerns around competition and profitability caused weakness in after-hours trading. Revenues / EPS...