Valuations in this segment are reaching nose bleed territory. Just four months ago Snapchat closed a series B round of $60m with a valuation of...
Microsoft and Amazon both had good nights on Thursday. Amazon posted fantastic sales but lousy profitability while Microsoft was bailed out by enterprise once again....
Good results mask corporate governance shortcomings. Google reported good Q3 results as market share inched up and its new ways of attracting advertisers gained traction....
Alibaba is flying. Core business is waiting. Yahoo! reported reasonable Q3 results which where more driven by events at Alibaba than by the progress being...
If broadcast TV is smart, it will do a deal with Netflix. Netflix is on a similar path that Google, Microsoft and others found themselves...
Microsoft’s new CEO must be an outsider. I do not envy John Thompson. The fate of one of the worlds great companies rests on his...
The iPhone 5c is performing far below expectations. Apple has been keeping it quiet but it is patently clear that the iPhone 5c is simply...
Microsoft’s relationship with its partners has never been worse. For the last 10 years when Microsoft’s has dabbled in hardware, its partners have watched it...
It is pointless but that does not matter. Samsung has finally launched a curved display device. It is the Samsung Galaxy Round which has a...
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.
Apple Q4 – New life needed
Growth from here needs another segment. Apple reported good Q4 results but concerns around competition and profitability caused weakness in after-hours trading. Revenues / EPS...