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...
Reply to this post Samsung presents Google with a unique opportunity The combination of more than 10m potential buyers and surprisingly good reviews coming in...
Reply to this post AI is emerging as a major weakness for Facebook. There are signs that Facebook is really struggling with automation as it...
Reply to this post 40m tracks and a search box does not a service make. Amazon has plugged an obvious hole in its push to...
Reply to this post Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7 disaster is going to cost...
Reply to this post Google advances further towards full control of Android. It appears that mobile operators ranging the Pixel and Pixel XL will not...
Reply to this post The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear that Yahoo got such a...
Reply to this post Samsung’s loss could be Huawei’s and Google’s gain. As a result of making a complete mess of the Galaxy Note 7...
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.
Apple FQ4 16A – Margin gadfly
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...