Reply to this post A meritocracy becomes a plutocracy. The anticipated changes to the Apple App. Store will no longer mean that the apps most liked by users will rule the roost and it may also do some damage to the instant messaging platforms. It looks like Apple is going to overhaul the user experience...
Reply to this post Where the connection crusade goes, the cash machine will follow. Facebook made it very clear at its developer conference that it will stop at nothing to ensure that everyone is able to share anything with anyone. The net result of more connections, more sharing and more time spent with Facebook, will...
Radio Free Mobile has taken a short break and will return on Monday 18th April.
Reply to this post Yahoo seems to be fanning the flames. As part of the sale of the core business, Yahoo has been obliged to circulate memorandum that once again lay bare the harsh realities of Yahoo’s predicament. These documents look bad with hefty declines in both revenues and profits forecast this year but it...
Reply to this post Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors that have bolstered profitability. Q1 16A revenues / EBIT were approximately KRW 49tn / KRW 6.6tn nicely ahead of consensus at KRW 48.8tn / KRW 5.5tn and RFM at KRW...
Reply to this post Data sharing and governance must be overcome to realise the dream. It looks as if HERE is already looking beyond BMW, VW and Daimler as discussions regarding increasing the shareholder base have already been confirmed by Daimler. Microsoft and Amazon are the latest two to be confirmed but RFM research indicates...
Reply to this post History repeats as nothing has changed. It looks as if the iPhone SE is off to a slow start indicating that the $50 price cut was not enough to prevent the history of the iPhone 5c from repeating itself. Early data from analytics firm Localytics which tracks installations of 37,000 apps...
Reply to this post Blackberry needs to rid itself of its addiction to hardware. Blackberry reported Q4 16A results where good performance from software was marred by the company’s insistence on staying in the hardware business. Q4 16A revenues / EPS were $487m / LOSS $0.03 compared to consensus estimates of $562m / LOSS $0.10....
Reply to this post There remains little opportunity for Google in China. On the back of AlphaGo’s victory over the world champion Go player, Google is renewing its charm offensivein China. Go is a very popular game in Asia and so when Google’s AlphaGo machine was able to beat the world champion 4-1, it created...
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 and Intel Q1 16A – Falls at the first.
Reply to this post Results season off to a tough start Intel Q1 16A Intel reported a difficult set of results and cut 10% of its workforce as the server business can no longer compensate for the damage being done by the weakness in PCs. Q1 16A revenues / EPS were $13.7bn / $0.42 broadly...