A great payments service is not enough to stem the tide. While Apple continues to expand the reach of Apple Pay, Samsung is looking to...
Xiaomi disclosures push valuation even lower. A disclosure to the Shenzhen stock exchange has revealed the reality of Xiaomi’s financial performance in 2013A. Xiaomi...
Patent royalties will pressure margins further. Xiaomi has hit a road block in India as some of its products have been hit with a preliminary...
Only volume can improve profitability. LG’s latest moves show all the signs of a company that has come to terms with its commoditisation. In many...
Potential reshuffle fails to fix the problem. It looks as if it’s the head of sales and marketing who is taking the fall for the...
The first Indian ecosystem launches. It won’t be the last. India’s second biggest handset vendor has launched a new line of devices resplendent with a...
LG trades margin upside for safety. LG has struck a patent deal with Google which looks to be almost exactly the same as the deal...
There is very little left for investors at $45bn. If Xiaomi can raise money at a valuation of $40bn-$50bn, this will be its greatest achievement...
The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises. Q2 14A Revenues / operating...
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.
Huawei – Pipe dreams
Huawei offers very little threat to Xiaomi. Despite slipping to number 5 in the Chinese smartphone market, Huawei has ambitions to return to its former...