Signs point to scale making up for any gross margin weakness. Apple has entered a new product category and is attempting to kick-start wireless payments...
iOS still makes more money for Google than Android does. Android may dominate the statistics when it comes to unit shipments and number of users,...
The home market is ripe for taking if Micromax is quick. Micromax is the latest of the new generation of handset makers from Asia that...
The damage to the Fire phone has already been done. Amazon has cut a massive $200 off the price of its Fire phone with the...
Google and China likely to completely take over their versions. The latest report from OpenSignal strongly implies that Android fragmentation is getting worse but I...
HPQ is drifting from one quarter to the next with no direction. HPQ reported good Q3A revenues as market share was gained but weaknesses in...
Facebook’s messaging mess highlights a problem for everyone. The number of attempts Facebook is making to crack the millennial messaging market is growing fast and...
Improvements give Lenovo more space to invest and execute. Lenovo reported good Q1 results as its handset business and PC business both grew share. This...
Bad results show the difference between consoles and handhelds. Zynga reported weak Q2A results and cut its 2014E guidance as new revisions of its flagship...
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 – Still in play
Sony is still in a better position than many. Sony has reduced its FY2015E net profit forecast by JPY180bn ($1.66bn) due to the write down...