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...
Content will be the key asset for Netflix from here. Netflix handsomely beat forecasts with Q4 revenues / EPS of $1.18bn / $0.79 compared to...
There is worse to come for Nintendo. Nintendo issued a horrible profit warning on Friday and held a sanguine press conference but there is still...
The tide is not going to turn on PCs until Q3 14. Intel reported Q4 results that met expectations but cautious commentary on the enterprise...
Huawei will miss its 10% revenue growth target this year Huawei has released its preliminary statements regarding its performance in 2013. Like Ericsson, 2013 has...
Tablet PCs are the key to a turnaround in the PC market this year. IDC and Gartner have confirmed what everyone already knew: 2013 was...
CES has highlighted how difficult 2014 will be for some. CES 2014 is almost over but three important trends have clearly emerged: First: Android commoditisation...
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.
Yahoo! Q4 – Tough love.
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...