Reply to this post Spotify and Apple are the only two with a bright future. Spotify has the smarts, Apple the default while Deezer manages to scrape together some cash. Spotify has acquired two companies that when integrated into its service will continue to allow it to remain one step ahead of Apple when it...
Reply to this post The market is calling out the donkeys disguising themselves as unicorns. The market has gotten off to a terrible start in 2016, but it is also taking no prisoners when it comes to separating the unicorns from the donkeys (see here and here). Until recently, any company whose business is based...
Reply to this post WhatsApp will have to be integrated to earn a good return. Facebook has finally admitted that subscription is not the way forward for WhatsApp but I suspect that enterprise is merely a stop gap. WhatsApp founder, Jan Koum has officially dropped the subscription fee of $0.99 and stated that the company...
Reply to this post Automakers should be wary of Google’s autonomous gift. The most significant event at the Detroit Auto show this week was the offer from Google to the car makers of an easy route to autonomous vehicles. Following on from its rumoured venture with Ford, Google is actively seeking partners in the automotive...
Reply to this post It may already be too late for GoPro to create an ecosystem. Go Pro warned on Q4 15 results as the critical holiday selling season has not been nearly as good as the company had been hoping. Q4 15A revenues are now expected to be $435m which is well below the...
Reply to this post There is no sign of Yahoo ever fulfilling its potential. A scratch appears to be the limit of Yahoo’s ability to realise its potential. Marissa Mayer has been quick to jump to Yahoo’s defense following the negative commentary earlier this week, but her comments clearly reveal the fundamental problem at Yahoo....
Reply to this post Xiaomi’s trajectory falls far short of $46bn. Q4 15A appears to have brought Xiaomi no relief from stagnation as it seems to have missed the low end of its 80-100m forecast. The exact figure for 2015A is not yet clear but RFM has been forecasting for some time that Xiaomi would...
Reply to this post Facebook is set to become Google’s biggest competitor. I have long been of the opinion that Facebook is moving to become a fully-fledged ecosystem in its own right and with each day that passes, this fact becomes more evident. RFM research indicates that this would give Facebook the opportunity to more...
Reply to this post Volume and scale remains essential for Samsung. Samsung reported disappointing Q4 15A results where I think that most of the slowness came from components rather than handsets. Q4 15A revenues / EBIT were guided to be KRW53.3tn / KRW6.1tn representing margins of 11.5% and YoY growth of 15% for Q4 and...
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.
Galaxy s7 – More of same.
Reply to this post S7 leaks highlight that Samsung remains all about volume. The specifications of Samsung’s next flagship product appear to show that Samsung is taking very little risk with its handset business this year. The Galaxy s7 will be launched in February and is expected to be made available in s7, s7 EDGE...