The narrow focus of some ecosystem plays is starting to hurt. First there was Twitter, now there is Linked-in. Linked-in reported disappointing results as growth...
When so much is pinned on the future, the tiniest wobble is catastrophic. Twitter reported great maiden results but the slowing user growth caused the...
The opportunity is at risk from taking the easy option. The naming of Satya Nadella as the next CEO could cause some wild gyrations in...
Being limited to social networking will not hit growth in 2014. Facebook reported strong Q4 results as it continued to improve on its ability to...
Google is taking big steps to bring Android to maturity. Selling Motorola Mobility is a further step by Google to mature its ecosystem from the...
Alibaba grabs attention but upside is in the ecosystem. The value in Yahoo! continues to be driven by the Asian affiliates while the core business...
Services are what really matters for long term profitability. Apple reported disappointing Q2 results as it missed iPhone shipments which cast a pall over the...
The value is there but Samsung is driven by earnings. Samsung’s Q4 was in line with estimates but I am getting increasingly concerned with its...
Software looks strong but Nokia smartphones had a shocker. While Microsoft reported excellent results, the Nokia smartphone business looks to have suffered badly. The...
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.
Nintendo – The thin red line.
The 3DS gives Nintendo some time but it must act now. Given, its awful performance to date, Nintendo’s results surprised me but they do nothing...