Reply to this post Results highlight the differences between these two players. Investors greeted the results announcements of both companies with enthusiasm but for very...
Overheating very unlikely to be a Qualcomm design flaw. There is enough noise in the market to make it likely that there has been a...
Xiaomi must have exclusive services to succeed. Xiaomi is following in the footsteps of its rivals in building an ecosystem via purchasing small shareholdings but...
Lenovo offers far more value than Xiaomi. Following the acquisition of Motorola Mobility from Google, it looks very much as if Lenovo has realised that...
Huawei now has the eggs but can it bring home the bacon? One of the most interesting developments at CES was the emergence of understanding...
Some relief as handsets did not worsen materially. Samsung reported Q4 14A preliminary results that beat expectations but were not enough to lead me to...
Costs in line with sales allow HTC to survive HTC reported its first YoY growth in 4 years but the figures show that it is...
Samsung Smart Home will live or die in software. Samsung headlined day 1 at CES but its press conference was pretty subdued with a distinct...
The PC market is likely to offer the biggest surprise in 2015E Wearables The technology industry is likely to continue scratching its head over what...
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 Q4 14A – Storm rigged.
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...