Reply to this post Both companies being driven by new businesses. Amazon Q1 16A. Amazon reported mighty results as Amazon Web Services (AWS) grew by...
Reply to this post A stick in the eye for corporate governance. A great set of results was marred by the timely announcement of...
Reply to this post Cash flow is king when growth deserts. Apple FQ3 16A. Apple reported difficult FQ2 results but critically, iPhone shipments fell by...
Reply to this post Like the television, I think the car will never launch. While I am sure that Apple is engaged in building...
Reply to this post Signs of progress at last. Amazon is finally showing some early signs that it is beginning to understand the value that...
Reply to this post Microsoft and Alphabet compound Ericsson’s and Intel’s woes Microsoft FYQ3 16A Microsoft reported reasonable results as the weakness in the PC...
Reply to this post The EU kicks off a lengthy war with Google over Android. Google has been formally accused by the EU of abusing...
Reply to this post Results season off to a tough start Intel Q1 16A Intel reported a difficult set of results and cut 10% of...
Reply to this post A meritocracy becomes a plutocracy. The anticipated changes to the Apple App. Store will no longer mean that the apps most...
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.
Smartphones – The second derivative.
Reply to this post Gap between ecosystem and hardware to increase this year. As the slowdown in the smartphone market is more severe than even...