Reply to this post The core business of Twitter is looking mature. Twitter suffered a double blow as its investor relations website accidently disclosed weak...
Reply to this post iPhone replacement drives big Q2 15A results. Apple reported excellent Q2 15A results as the iPhone replacement cycle has remained strong....
Reply to this post Amazon Web Services outshines a dull earnings report Amazon Web Services (AWS) was the bright spot in a set of results...
Reply to this post Strong US$ masks good fundamental developments. Microsoft and Google produced good results that were marred by the problems caused by the...
Reply to this post Variances from expectations have little to do with fundamentals. Facebook reported results and Sony pre-announced results that differed from expectations but...
Reply to this post Yahoo! Japan will be the last rabbit to distract the market. Yahoo! pulled its last rabbit out of the hat and...
Reply to this post Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps processor in the Galaxy s6,...
Reply to this post Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a thriving ecosystem of its own...
Reply to this post Yahoo! had little choice but to stay with Microsoft. The changes that have been made to the search contract between Microsoft...
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 Build – The great trade off
Reply to this post One thing at Build 2015 really stood out. Microsoft launched its Build 2015 developer conference with a plethora of announcements but...