If the smartphone market fragments it will hurt Samsung’s margins. Samsung reported weak results and as expected it was the handset business that was mostly...
Great numbers but the bigger picture is missing. FaceBook reported strong Q2 results as monetisation of mobile traffic improved much better than anyone expected. Q2...
These results have maturity written all over them. Apple reported Q3 results that beat expectations as iPhone shipments beat expectations by 20%. Q3A Consensus Revenues ...
Google looks increasingly mature from here. The key to monetisation of the internet is user data and Google has this in spades. A recent study...
There is no point in acquiring Tom Tom. The wires have been alive for the last few days with the notion that Apple is on...
Google and Microsoft both had a difficult night. Google Google reported results that missed expectations as price erosion hit revenues and investments worsened the situation...
Light Q2 sets up potential for a bounce in Q3. Nokia missed revenue expectations but profitability improved to allow profits to come in ahead of...
Shareholders are playing a dangerous game in trying to force a higher price. Today is the day when shareholders must vote on the offer made...
Yahoo! has a lot going for it but it will be some time before it shows in the numbers. Yahoo! reported Q2 results that were hindered by...
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.
Motorola – Pointless cosmetics
The Moto X completely misjudges the US consumer. Motorola formally launched the much leaked Moto X. Differentiation is the name of the game with a...