Reply to this post Google must take control of software distribution. The headlines are touting 80% growth in share for Android 5.0 (Lollipop) but that...
Reply to this post Facebook deal underlines that it is too early to sell Here. It looks very likely that Facebook has already or is...
Reply to this post The pointless curved screen should generate some EBIT. Samsung reported its full Q1 15A results that revealed a better performance in...
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...
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...
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.
Sony FY 15A – Expectations management.
Reply to this post Hirai gives himself some breathing space for FY16E. Sony reported FY 15A results that were in line with revised expectations but...