Reply to this post Huawei flat-line passes advantage to Samsung. The first indications for the smartphone market in Q2 16A are pointing a loss of momentum for Huawei, Vivo and Oppo which will put a crimp in their plans to continue their rapid growth in 2016. Huawei is of particular note as it has very...
Reply to this post Good results restore optimism in strategy Microsoft reported good FQ4 16A results supported by signs of stabilisation in PCs and excellent performance in the cloud. FQ4 16A revenues / adj-EPS were $22.6bn / $0.69 compared to consensus estimates of $22.1bn / $0.58 and RFM on $21.9bn / $0.59. Microsoft’s strong results...
Reply to this post Another quarter marred by more of same. Yahoo reported another dismal quarter where it badly underperformed both its peers, Google and Facebook, as well as its potential in mobile. Q2 16A revenue-ex TAC / adj-EPS were $841m / $0.09 compared to consensus at $840m / $0.10 as the core business continued...
Reply to this post I think ARM could return to the market in 5 to 10 years. SoftBank and ARM have announced that SoftBank will acquire ARM for GBP17.0 per share in cash representing a 43% premium and a total price of $31.6bn. From ARM’s perspective the rationale for the deal is clear as: First:...
Reply to this post Apple and Google are the real & investible beneficiaries of Pokemon Go. Pokemon Go has nearly doubled Nintendo’s market capitalisation in the space of 8 days but I fear that it has all the hallmarks of a craze. Hence, I worry that its appeal will soon die down meaning that it...
Reply to this post Google’s growth depends on how well it defends itself to the EU. Google has a very serious problem with the EU as the remedy that it is likely to impose, should it decide that Google has abused its dominant position, could end Google’s control of Android. The long running EU complaint...
Reply to this post The iPhone 6 is so good; it does not need replacing. The summer season of speculation, rumour and leaks of what will and will not be in the iPhone to be launched this September is already in full swing. With loss of the headphone jack having been already put to bed...
Reply to this post Patience pays off for Alibaba in the hunt for an app store. Alibaba has announced that it has agreed to buy Wandoujia, one of the many Android app stores in China, which will fill a small but important hole in its ecosystem offering. It looks like Alibaba will be paying...
Reply to this post YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services, set them as default and place them right under the user’s nose. YunOS (which means cloud OS) is a branch of Android that is owned and Alibaba and is developed...
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.
Wearables – Wrong direction
Reply to this post Precipitous decline underscores the problem. It looks like demand for smartwatches has precipitously declined in Q2 16A, taking the overall outlook for wearables with it. To me this is just another signal that the market is not ready for wearables mostly because no one has really figured out what to do...