Reply to this post Another quarter marred by more of same. Yahoo reported another dismal quarter where it badly underperformed both its peers, Google and...
Reply to this post I think ARM could return to the market in 5 to 10 years. SoftBank and ARM have announced that SoftBank will...
Reply to this post Apple and Google are the real & investible beneficiaries of Pokemon Go. Pokemon Go has nearly doubled Nintendo’s market capitalisation in...
Reply to this post Google’s growth depends on how well it defends itself to the EU. Google has a very serious problem with the EU...
Reply to this post The iPhone 6 is so good; it does not need replacing. The summer season of speculation, rumour and leaks of what...
Reply to this post Patience pays off for Alibaba in the hunt for an app store. Alibaba has announced that it has agreed to...
Reply to this post YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...
Reply to this post Connecting the next 4bn is about making money. Facebook has entered the next stage of its strategy to connect the next...
Reply to this post A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence...
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.
Microsoft FQ4 16A – Finnish with a flourish
Reply to this post Good results restore optimism in strategy Microsoft reported good FQ4 16A results supported by signs of stabilisation in PCs and excellent...