Google looks increasingly mature from here. The key to monetisation of the internet is user data and Google has this in spades. A recent study...
Google and Microsoft both had a difficult night. Google Google reported results that missed expectations as price erosion hit revenues and investments worsened the situation...
Light Q2 sets up potential for a bounce in Q3. Nokia missed revenue expectations but profitability improved to allow profits to come in ahead of...
Yahoo! has a lot going for it but it will be some time before it shows in the numbers. Yahoo! reported Q2 results that were hindered by...
The acquisition of 91 Wireless is just one of a series of acquisitions that must happen. Baidu has announced that it will acquire a 91...
Microsoft has taken the most heat from the latest revelations but it looks like everyone is in the same boat. The latest revelations reveal...
Microsoft can talk the talk but can it change its spots? Microsoft’s reorganisation and new strategy says everything that is needed to turn the company...
Google’s commitment to Motorola has nothing to do with handsets. If the wires are to be believed, Google is going to spend $500m to market...
It looks very much like the time has come to look to the recovery stories. Despite the panic, I have real doubts whether Samsung’s earnings...
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.
FaceBook Q2 – Efficiency Engine.
Great numbers but the bigger picture is missing. FaceBook reported strong Q2 results as monetisation of mobile traffic improved much better than anyone expected. Q2...