Reply to this post Signs of progress at last. Amazon is finally showing some early signs that it is beginning to understand the value that creating an ecosystem could bring to its bottom line. Amazon’s has made some changes to its Amazon Prime as well as to its Twitch website which point to expanding coverage...
Reply to this post Microsoft and Alphabet compound Ericsson’s and Intel’s woes Microsoft FYQ3 16A Microsoft reported reasonable results as the weakness in the PC market did not hurt the company as much as Intel’s troubles lead me to fear. FYQ3 16A revenues / adj-EPS were $22.1bn / $0.62 compared to consensus at $22.1bn /...
Reply to this post The EU kicks off a lengthy war with Google over Android. Google has been formally accused by the EU of abusing its dominant position in Android to the detriment of its competitors and EU based users in general. The accusation takes the form of a Statement of Objections following an initial...
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...
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...
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.
Apple Auto – Titanic task
Reply to this post Like the television, I think the car will never launch. While I am sure that Apple is engaged in building an autonomous automobile, I think that it is finding it much harder than expected and I still do not expect it to ever launch. I think that this is similar...