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...
The glacial creep towards a settlement continues. Samsung and Apple have agreed to drop all litigation against each other that is taking place outside the...
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...
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...
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.
HPQ Q3A – Gentle drift
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...