Reply to this post Data centres rescue the quarter but not the year. Intel reported Q1 15A results in line with reduced expectations but guided...
Reply to this post It is too early to sell HERE. It seems that Nokia may be seeking to acquire part of Alcatel-Lucent (I presume...
Reply to this post Another ruthless demonstration of the value of data. The closing of Twitter’s data feed to third parties is a great example...
Reply to this post Watch expectations are already beginning to fall. The hype surrounding the Apple Watch is beginning to suffer from a healthy dose...
Reply to this post Standard Essential Patents not at risk of value collapse. The ongoing fight between Google (Motorola) and Microsoft is at risk of...
Reply to this post Samsung appears to have OPEX tightly under control. Samsung has guided to a good set of results as components was strong...
Reply to this post The disaster of Windows 8 can be made an advantage. The degree with which Windows 8 has failed to capture the...
Reply to this post Apple Pay problematic but better than the rest. Payments are horribly difficult. From vested interests to proprietary standards and a myriad...
Reply to this post Little prospect of margin improvement in handsets. Huawei has reported audited 2014A results which showed continued strong growth and profitability. However,...
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.
Netflix Q1 15A – The balance of power
Reply to this post Everything depends on Netflix achieving scale. Netflix reported Q1 15A results slightly below expectations but the subscriber growth was better than...