Amazon’s prioritisation of customers over investors shows no sign of abating. Amazon reported in-line Q2A results but guided very badly for Q3E as it continues...
Both Apple and Microsoft reported humdrum results ahead of big events. Apple Apple reported Q314A results that were broadly in line with expectations but guided...
Fight over wearables looks like a storm in a teacup. Samsung and Google are at it again but this time the fight is over what...
Cuts look much bigger than they seem. Microsoft’s planned 18,000 job cuts seems to spell the end of in-house manufacturing and has wide implications for...
Good performance justifies the love Google reported good results as advertising volume continued to comfortably outpace pricing declines. Q2A Revenues-exTAC / Adj-EPS were $12.7bn /...
Alibaba hides very disappointing display revenues. Once again Yahoo! has managed to keep poor results hidden amongst the spotlight glare of Alibaba. Q2A Revenues /...
If all you do is build it, they won’t come. Nadella’s recent memo says all the right things but reveals the vast amount of work...
RFM still expects the PC market to grow in H2 2014. Both IDC and Gartner gave their estimates of the PC market in Q2 and...
The decline may have started early. Samsung reported very disappointing Q2 14A results but it looks like the whisper numbers and comments from the CFO...
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.
Google vs. Apple – Traffic story
Traffic reveals the critical weakness in Google’s ecosystem. The latest data from Chitika shows that Google is still struggling to improve the quality of its...