There is very little left for investors at $45bn. If Xiaomi can raise money at a valuation of $40bn-$50bn, this will be its greatest achievement...
The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises. Q2 14A Revenues / operating...
Microsoft’s Band is another shot at the ecosystem. The new Microsoft Band is not much to look at but if it is robust and works...
Samsung does not seem to have any idea what to do. Samsung reported awful Q3 14A results as profitability in the handset business collapsed far...
The easy growth looks over. Investments are now required. Facebook reported good Q3 14A results but there are signs that growth is starting to slow...
Twitter is not the next Facebook. Twitter and Facebook are often compared directly against one another but in reality they are very different animals. Facebook...
Apple Pay is the victim of a much bigger conflict. It looks like mobile based payments are at last about to see some traction, catalysed...
Microsoft has the bit between its teeth while Amazon flounders. Microsoft and Amazon reported results on 23rd October leaving me in no doubt that a...
Apps for Android signal a real change in strategy. Microsoft Garage is a skunkworks inside Microsoft known for being a geeky haven, and it has...
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 – Digital work land grab
Microsoft moves to cement Office’s dominance. Microsoft is moving to tighten its grip on the Digital Work ecosystem before anyone else can really get a...