Reply to this post Strong US$ masks good fundamental developments. Microsoft and Google produced good results that were marred by the problems caused by the...
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 Yahoo! Japan will be the last rabbit to distract the market. Yahoo! pulled its last rabbit out of the hat and...
Reply to this post Yahoo! had little choice but to stay with Microsoft. The changes that have been made to the search contract between Microsoft...
Reply to this post Everything depends on Netflix achieving scale. Netflix reported Q1 15A results slightly below expectations but the subscriber growth was better than...
Reply to this post Another ruthless demonstration of the value of data. The closing of Twitter’s data feed to third parties is a great example...
Reply to this post Facebook is creating a family of products to address Digital Life. Facebook has opened what I consider to be the most...
Reply to this post Apple is moving to fix the basics of iCloud to ensure its future. Apple appears to be intent on improving the...
Reply to this post YouTube contributes no profit but a lot of value to Google. Even though YouTube managed to earn around $4bn in revenues...
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.
Amazon Q1 15A– Silver lining
Reply to this post Amazon Web Services outshines a dull earnings report Amazon Web Services (AWS) was the bright spot in a set of results...