Reply to this post Sony’s strategy raises more concerns that it solves. Sony has announced its medium term strategy with the aim of delivering JPY500bn...
Reply to this post Using Microsoft apps is the final nail in the ecosystem coffin. It looks very much like Samsung has discarded all of...
Reply to this post Infotainment makes more sense than a car. Apple has money to burn, but I think that success has not gone to...
Reply to this post A concept device for those looking to create an ecosystem. Canonical and BQ (a Spanish handset maker) have joined forces and...
Reply to this post Alibaba and Meizu set the scene for Chinese ecosystems. Alibaba has agreed to invest $590m in Meizu, a small Chinese manufacturer...
Reply to this post Selfie craze and PS4 underpin first signs of progress. Sony reported much better Q3 14A results than expected, driven by camera...
Reply to this post Market share gains only tell half the story. Huawei’s consumer business has had an excellent Q4 14A as far as market...
Reply to this post Results augur well for acquisition turnarounds. Lenovo reported excellent Q3 14A results despite the first time inclusion of two loss making...
Reply to this post Steady results show better weathering of the handset storm. Samsung reported reasonable Q4 14A results and some signs have emerged that...
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 – Back to basics
Reply to this post LoopPay must become seamless to create value for Samsung. With the complete cessation of any attempts at the ecosystem (see here),...