One quarter does not make a recovery. HTC reported good Q2 results as cuts to marketing expenses allowed profitability to make up for weak sales....
Fire phone’s draw looks to have already faded. Some observers are wondering why anyone outside the US would want to buy Amazon’s smartphone but I...
Google buying Songza is bad for Samsung not Spotify. Google has decided to acquire the music streaming service Songza which effectively means that Samsung will...
Google Android is becoming just like iOS or Windows Phone. Everywhere one looks it is become increasingly clear that Google aims to take complete control...
Google’s days as a developer of open source software are numbered. With its future in Android now secure, Google has turned its attention to mitigating...
Finally, some positive signs from mobile. I have been concerned for some time about the lack of progress at Yahoo! (see here and here) but...
Developer conferences are where the ecosystem evolves. Developer conferences are becoming increasingly important as the relevance of the device continues to decline. Google will host...
Nuance looks good for private equity not Samsung. Nuance is a provider of speech and language technology that is used by Apple in its Siri...
RFM continues to see the growth in the PC market in 2014E. Intel increased its Q2 guidance as end-of –life XP machines are being upgraded...
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.
Samsung Q2A – Brave face
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...