Reply to this post Margin pressure from product mix is not a problem. Apple reported results that broadly met expectations although slight weakness in profitability is an indicator that some users are buying the cheaper iPhone 6s rather than the 7. FQ4 16A revenues / EPS were $46.9bn / $1.67 compared to consensus at $47.0bn...
Reply to this post Still, no one knows why they should buy one. Apple Watch 2 has failed to revive the flagging smartwatch market in yet another sign that wearables remain a solution looking for a problem. The latest data from IDC shows that the smartwatch market (a subset of wearables) declined by 51.6% YoY...
Reply to this post Qualcomm thrashes Intel but not where it really matters. It appears that Qualcomm has once again demonstrated superiority over its peers when it comes to radio but I think it highly unlikely that users will notice. Radio performance analysis specialists Cellular Insights have run a series of tests on the iPhone...
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...
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...
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.
Microsoft – Wood for the trees.
Reply to this post Microsoft is so focused on the future that it misses the opportunity in the present. Microsoft has moved even further away from the consumer with its Creators Update for Windows 10 and the launch of the Surface Studio complete with the Surface Dial accessory. At the same time, Microsoft continues to...