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...
Reply to this post I think Viv puts Samsung back in conflict with Google. Samsung has taken a plunge into Artificial Intelligence (AI) with the purchase of Viv but this once again puts Samsung on a collision course with Google. Viv is a four-year-old AI company that was founded by the creators of Siri...
Reply to this post Devices are merely the vessels for distribution of Google’s brains. Google launched a range of devices that solve some of its most pressing problems but while their volumes remain small, they will be exhibition pieces only. All of Google’s search and intelligence has been folded into Google Assistant and I see...
Reply to this post Something new needed to make this work. Facebook has decided to have another go at classifieds but the fact that it is doing nothing new means that it is very unlikely to disrupt the current status quo in classifieds. Facebook has re-launched a feature called Marketplace that operates almost exactly like...
Reply to this post Bid frenzy offers a great exit point. Without big success in media consumption, Twitter offers very poor value to potential acquirers at $23 per share (EV $14bn) giving holders every excuse to get out. Interest around Twitter is increasing with Alphabet now also seeming to take a look at Twitter adding...
Reply to this post How society will benefit is very unclear. The ecosystem leaders have announced an artificial intelligence (AI) partnership aimed at benefiting society but the fact these players are also fierce competitors will ensure that real trust and co-operation will be difficult to achieve. Google, Facebook, Amazon, Microsoft and IBM have jointly...
Reply to this post BlackBerry finally breaks its addiction to hardware. BlackBerry reported poor Q2 17A results, but the decision to stop internal handset development buoyed sentiment allowing the shares to rise 5%. Q2 17A revenues / adj-EPS were US$352m / US$0.00 compared to consensus at US$390m / LOSS US$0.05. Within this, mobile device sales...
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.
Yahoo – Irrelevant pandemonium.
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...