Reply to this post Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still think that Microsoft if missing a trick when it comes to re-inventing the PC. Microsoft launched a new Band, 3 Lumia devices, the Surface Pro 4 and its first laptop,...
Reply to this post Google has a plan B if it loses to the regulators. The Russian antitrust regulator has given Google a month to change its software licensing practises following being found guilty of abusing its dominant position in Android. The area of contention in the Mobile Application Distribution Agreement (MADA) that all of...
Reply to this post VocalIQ helps but Siri remains miles behind Google Now. Apple has acquired a small company in Cambridge, UK which specialises in the voice machine interface indicating both the weaknesses of Siri and where Apple is looking to improve the user experience. Apple has confirmed the acquisition, but as has become customary,...
Reply to this post Amazon’s embargo on Apple and Google is self-defeating. Amazon’s latest move further highlights that it has still not yet really understood what the ecosystem has or how to conquer it. Amazon has decided to prevent the sale of media streaming devices that do not work well with its own Amazon Prime...
Reply to this post E-commerce is not the answer to Twitter’s woes. Twitter has expanded its presence in the fast growing e-commerce segment by announcing new partnerships for its “buy now” buttons. These are software buttons that make it easier for users to discover and buy products directly from tweets with a few simple clicks....
Reply to this post Product launches make noise but change very little. Google updated its Nexus devices at an event held yesterday with two new handsets, a professional tablet and two new Chromecast devices. These new devices will all ship with the new version of Android (6.0, Marshmallow) that was launched at Google i/o in...
Reply to this post Yahoo! seems determined deliver Alibaba at any cost. There is so little good news coming from Yahoo! these days that it appears to feel that it must complete the spin-off of Alibaba to shareholders, even if it results in a big tax bill for investors. To me, this is an indication...
Reply to this post While hardware exists, there is downside. Even assuming a successful acquisition of Good Technology, it is very difficult to see any upside in BlackBerry at the moment. BlackBerry reported very disappointing Q2 16A results as all three business lines missed expectations with hardware being the worst hit. BlackBerry recognised revenues on...
Reply to this post The stars are aligning for something special in the long-term. Facebook has announced that Instagram has passed 400m users in the latest of what has become a series of events that show that Facebook is edging towards becoming a fully-fledged ecosystem. Instagram has passed 400m users just 9 months after passing...
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.
Samsung Q3 15A – King of commodities
Reply to this post Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and the easy compares to 2014 banished the negative headlines. Preliminary Q3 15A revenues / EBIT will be KRW51tn / KRW7.3tn compared to consensus at KRW50.6tn / KRW6.7tn and RFM at...