Reply to this post A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence of events that I suspect has very little to do with anything special about the Galaxy S7 or the Google ecosystem that runs on it. Samsung has guided Q2 16E...
Reply to this post More malware further underpins a proprietary future. More Android based malware has come to light where 10m infected devices could be generating fraudulent revenues of $3.6m per year. This brings the Android security problem into sharp focus once again further underpinning my long held opinion that the chaos that is Android...
Reply to this post Microsoft needs 200m corporate upgrades to make its 1bn target Microsoft is just over 1/3rd of the way to its goal of 1bn Windows 10 users 3 years after its launch, but with the end of the free upgrade looming, it is going to be tight. Windows 10 was launched on...
Reply to this post First fatality underlines how long this is really going to take. A fatal accident in Florida involving a Tesla Model S that had Tesla’s Autopilot feature activated, serves to highlight that it is going to be many years before the market is ready to adopt fully autonomous driving. The accident happened...
Reply to this post I suspect Spotify will have to cave in. Spotify is realising to its cost that competing with the owner of a platform is extremely difficult when one is perceived as a threat. The latest disagreement relates to the fact that Apple has rejected an update to Spotify’s app preventing Spotify from...
Reply to this post An experiment that might finally work. Following Amazon’s painfully expensive experiment in distributing its ecosystem with a mobile device of its own, it has sensibly decided stick to services with an innovative approach to device subsidisation. Amazon is offering its Prime subscribers a very good deal to get their hands on...
Reply to this post I can’t get close to the IPO valuation. LINE has filed to go public in July but the valuation that is being asked seems to leave very little on the table for those coming in at the IPO. LINE intends to offer 40.25m new shares (including green-shoe of 5.25m) raising $1.19bn...
Reply to this post Huawei’s software has a better chance in China. Huawei is making the right initial moves in order to maximise its chances of becoming No. 1 in smartphones but I suspect its software has better chance at home rather than overseas. Huawei has stated that intends to become No. 1...
Reply to this post Oculus is back on the HTC Vive, but it won’t save HTC. Oculus Rift apps are once again running on the HTC Vive but I do not think that this will save the Vive or HTC as the road for its VR hardware is pointing to commoditisation. A firmware update for...
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.
Facebook – Internet.cash.
Reply to this post Connecting the next 4bn is about making money. Facebook has entered the next stage of its strategy to connect the next 4bn with the launch of OpenCellular, a base-station product that it aims to give away to anyone who wants it. OpenCellular is a shoebox sized device that enables cellular connectivity...