Reply to this post Yellow brick road that leads to a fully proprietary Android OS. The launch of Project Treble sees Google finally moving to...
Reply to this post These days, Apple looks like an industrial. Apple reported reasonable results and in increasing both the dividend and the share buy-back...
Reply to this post Apple’s intransigence plays into Qualcomm’s hands. Qualcomm has been forced to adjust its guidance for the coming quarter after being informed...
Reply to this post Semis is a powerhouse with growth and margins in the 40s. Samsung reported a superb set of results driven largely...
Reply to this post Google escapes to fight another day. Google has settled its dispute with the Russian regulator but I suspect that Google has...
Reply to this post Bixby falls even before its first hurdle. Samsung’s delay in the roll-out of Bixby is a strong indication of just how...
Reply to this post Xiaomi’s ecosystem remains its biggest weakness. Comparing itself to Costco helps Xiaomi’s valuation somewhat but does no favours when it comes...
Reply to this post I am pretty sure Huawei lost money in handsets last year. Huawei reported strong growth in revenues in 2016 but that...
Reply to this post Bezels break the box but Bixby stays inside. While Samsung is bursting out of the box in pushing the limits of...
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.
Essential Products – Not essential.
Reply to this post Andy Rubin still works for Google. Essential Products Inc has launched a series of products aimed at creating an ecosystem but...