Reply to this post Samsung presents Google with a unique opportunity The combination of more than 10m potential buyers and surprisingly good reviews coming in from the Internet presents Pixel with a great and unexpected opportunity. On first glance, the Pixel is a mediocre looking device coming at a premium price but there is far...
Reply to this post AI is emerging as a major weakness for Facebook. There are signs that Facebook is really struggling with automation as it is clear that its algorithms are inferior to those used by Google, Baidu, Yandex, Microsoft, Apple and almost everybody else. This will become a major problem as I am convinced...
Reply to this post 40m tracks and a search box does not a service make. Amazon has plugged an obvious hole in its push to create a consumer ecosystem with the launch of a music service that brings its catalogue into line with that of Apple Music, Spotify and so on. The new service called...
Reply to this post Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7 disaster is going to cost shareholders $5.4bn in lost profit and heads are almost certain to roll, but underneath it all I think Samsung has been extraordinarily unlucky. Samsung has updated its guidance for Q3...
Reply to this post Google advances further towards full control of Android. It appears that mobile operators ranging the Pixel and Pixel XL will not be customising the devices in any meaningful way as well as relinquishing control of software updates. This will allow Google to move one step closer to full proprietary control of...
Reply to this post The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear that Yahoo got such a good price from Verizon, that the telecom company is starting to think twice about what it is getting into with Yahoo’s core business. Fortunately, the rally in Alibaba keeps the...
Reply to this post Samsung’s loss could be Huawei’s and Google’s gain. As a result of making a complete mess of the Galaxy Note 7 recall, Samsung is more likely to lose a large number of high end users to other Android handsets rather than to Apple. Samsung has halted production of the Galaxy Note...
Reply to this post If no one bids then there is much further to fall. Twitter has already lost 20% of its value as it’s the Twitter acquirer appears to be becoming an endangered species and I fear that there is much further to fall if no one bids. I suspect that two factors have...
Reply to this post Margin to be strong while the cycle lasts. Samsung has given very solid indications for its Q3 16A results demonstrating that the replacement cycle that it is currently enjoying has yet to be impacted by the Note 7 recall. Q3 16A revenues / EBIT are expected to be KRW48tn-KRW50tn / KRW7.7tn...
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.
LeEco – Priced to go.
Reply to this post LeEco’s real disruption is price. LeEco launched its assault upon the US market with a glitzy but confusing press event where the real standout was the prices of its new devices. LeEco is a Chinese media streaming company that is hoping to build upon its media heritage by creating an open...