Reply to this post Windows 10 S great for schools but not for the Surface Laptop. For the education of children, Windows 10 S makes perfect sense but for college and everything else, I can’t see why anyone would want it. Microsoft held an education event this week where it launched a new version...
Reply to this post Facebook’s growth story hits a temporary bump for 2017. Facebook reported good results but once again tried to temper enthusiasm with reality by saying that overall growth this year would slow materially. Q1 17A revenues / EPS were $8.03bn / $1.04 nicely beating consensus at $7.8bn / $0.86. Advertising revenue was...
Reply to this post These days, Apple looks like an industrial. Apple reported reasonable results and in increasing both the dividend and the share buy-back program, ushered itself squarely into a new normal of pedestrian growth. FQ2 17A revenues / EPS were $52.9bn / $2.10 broadly in line with consensus at $52.9bn / $2.02. Gross...
Reply to this post Wearables are sitting in a holding pattern. Amazon, eBay and Google (Maps) have ceased supporting their apps on the Apple Watch, confirming my suspicions that while it may be novel to shop and navigate from the wrist, it is neither useful nor fun. I see this as yet another sign that...
Reply to this post Apple’s intransigence plays into Qualcomm’s hands. Qualcomm has been forced to adjust its guidance for the coming quarter after being informed by Apple that it would not be receiving any royalties for the foreseeable future. According to Qualcomm (as Apple has made no statement), Apple has ceased payment as it finds...
Reply to this post The big guys get bigger. Microsoft Microsoft reported slightly disappointing results where the ageing Surface Pro line slightly marred another superb performance in the cloud with Azure and Office 365. FQ3 17 revenues / Adj-EPS were $23.56bn / $0.73 compared to consensus at $23.65bn / $0.70. Office 365 passed 100m corporate...
Reply to this post Semis is a powerhouse with growth and margins in the 40s. Samsung reported a superb set of results driven largely by semiconductors but announced that it would not be re-organising into a holding company much to the dismay of some activists. Q1 17 revenues / EBIT were KRW50.6tn / KRW9.9tn...
Reply to this post I don’t begrudge Marissa her 5% payoff. While it appears that Marissa Mayer is being paid $200m for years of failure, I think that she has recently enriched shareholders of Yahoo by over $4bn making a 5% pay off not as unreasonable as it looks. Marissa Mayer’s tenure at Yahoo has...
Reply to this post A cautionary tale for budding entrepreneurs. While Juicero is no Theranos, it has got itself into a life-threatening mess that I suspect has come about solely because it got its business model wrong. Juicero is a Silicon Valley company that claims to offer the kind of juice purchased in a store...
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.
Google vs Amazon – Battle of the home.
Reply to this post The time for Google to move is now. Amazon is far from standing still in its battle to win the smart home meaning that Google really needs to pull its finger out before it suffers a defeat not unlike that suffered by Betamax at the hands of VHS. Amazon is already...