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...
Reply to this post Steady evolution but existing issues still need fixing. Microsoft launched a series of evolutionary upgrades to Windows 10 and the devices that run it, at its /build// developer conference in San Francisco. This is the key conference that gives visibility on where Microsoft intends to take its ecosystem over the next...
Reply to this post Tidal’s only real hope lies in exclusives. Tidal has posted better than expected metrics on the 1st anniversary of its relaunch but it remains sub-scale with only one real hope of longevity. Tidal now claims to have 3m paying subscribers of which 45% (1.35m) are on its high quality (lossless)...
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 F8 – Cash crusade.
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...