Alibaba is flying. Core business is waiting. Yahoo! reported reasonable Q3 results which where more driven by events at Alibaba than by the progress being...
Microsoft’s new CEO must be an outsider. I do not envy John Thompson. The fate of one of the worlds great companies rests on his...
Social media could be the saviour of the broadcast industry. I have been very hard on the broadcast TV industry (see here) in assuming that...
Twitter is expensive but at least it is fairly governed. While Samsung has reported earnings that were broadly in line with expectations, the real interest...
Google has to address Gingerbread to make a difference. Radio Free Research has indicated that while Android utterly dominates the market for smartphones, its parent...
Great numbers but the bigger picture is missing. FaceBook reported strong Q2 results as monetisation of mobile traffic improved much better than anyone expected. Q2...
Google looks increasingly mature from here. The key to monetisation of the internet is user data and Google has this in spades. A recent study...
Google and Microsoft both had a difficult night. Google Google reported results that missed expectations as price erosion hit revenues and investments worsened the situation...
Yahoo! has a lot going for it but it will be some time before it shows in the numbers. Yahoo! reported Q2 results that were hindered by...
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.
Google Q3 – Strength to strength
Good results mask corporate governance shortcomings. Google reported good Q3 results as market share inched up and its new ways of attracting advertisers gained traction....