Reply to this post iPhone replacement drives big Q2 15A results. Apple reported excellent Q2 15A results as the iPhone replacement cycle has remained strong....
Reply to this post Variances from expectations have little to do with fundamentals. Facebook reported results and Sony pre-announced results that differed from expectations but...
Reply to this post Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a thriving ecosystem of its own...
Reply to this post Samsung appears to have OPEX tightly under control. Samsung has guided to a good set of results as components was strong...
Reply to this post Little prospect of margin improvement in handsets. Huawei has reported audited 2014A results which showed continued strong growth and profitability. However,...
Reply to this post HTC needs to do something different. The make or break time is fast approaching for HTC with long term CEO Peter...
Reply to this post The real action in the mobile industry is no longer in Barcelona. With 90,000 attendees, MWC 2015 is bigger than ever...
Reply to this post Hardware alone cannot restore lost margins. Samsung’s launch of the Galaxy s6 and s6 Edge clearly demonstrated how little is left...
Reply to this post Apple in a weak position in its fight against Ericsson. Following the expiration of their licence deal in January 2015, Apple...
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.
Microsoft Build – The great trade off
Reply to this post One thing at Build 2015 really stood out. Microsoft launched its Build 2015 developer conference with a plethora of announcements but...