Reply to this post This is the beginning of the pause I have been looking for. Facebook reported excellent Q3 16A results but it was...
Reply to this post Facebook does not intend to play second fiddle to Tencent for long. Facebook is increasing its position in gaming aiming to...
Reply to this post Huawei and Xiaomi need a deal with the BATmen. The rise of Vivo and Oppo in China against incumbents Huawei and...
Reply to this post Chinese regulatory risk laid bare in Baidu’s latest earnings report. Baidu reported a difficult set of results where increasing government regulation...
Reply to this post Solid quarter at Google but Amazon slips back into bad habits. Twitter in limbo. Alphabet Alphabet reported good results as recent...
Reply to this post Microsoft is so focused on the future that it misses the opportunity in the present. Microsoft has moved even further away...
Reply to this post Margin pressure from product mix is not a problem. Apple reported results that broadly met expectations although slight weakness in profitability...
Reply to this post Qualcomm thrashes Intel but not where it really matters. It appears that Qualcomm has once again demonstrated superiority over its peers...
Reply to this post LeEco’s real disruption is price. LeEco launched its assault upon the US market with a glitzy but confusing press event where...
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.
Fitbit and GoPro – Horrific Halloween
Reply to this post I see acquisition as the endgame for both players. GoPro and Fitbit have both been hit again by the simple fact...