Reply to this post Sony needs to embrace the hackers not shut them out. How Sony reacts to software developed to allow remote play of games on the PS4 will give a good indication of how well Sony really understands the market that it is trying to address. A software developer known as Twisted (see...
Reply to this post BlackBerry’s target of 5m devices looks much too high. The new BlackBerry Priv and its rumoured successors are aimed at such a narrow niche that I doubt that they will ever make money. Once this realisation has sunk in, I think that BlackBerry will abandon its hardware business and focus on...
Reply to this post The sailors at Jolla may be better off selling their boat. Jolla, the creator of the Sailfish OS for mobile devices has filed to restructure its debts as it has been unable to close its latest $10.6m financing round. This has resulted in 50% of its staff being temporarily laid off...
Reply to this post Yahoo!’s assets and its few remaining loyal employees are bleeding purple. Yahoo! is still profitable but it seems to be slowly bleeding to death as the falling appeal of its assets has caused traffic to fall which can only mean further revenue declines. This comes on top of some of the...
Reply to this post The best thing for Square would be to pull its IPO. The news that Square has again cut the price of its IPO serves as a severe warning that the IPO window is about to slam shut. Square, the US payments company and competitor to iZettle, is looking now to price...
Reply to this post Reddit and Twitter look like more realistic targets than Facebook. Google has announced a significant restructuring of Google + removing the focus on social networking and instead targeting interests (collections) and communities. There is no doubt that Google + has been a huge disappointment and despite substantial investment it has failed...
Reply to this post I think the new found friendship will be short lived. Facebook has been allowing Google to index some of its data for some time but a new agreement struck last week will improve the experience for mobile users. Google has been able to search some of Facebook’s user data since 2007...
Reply to this post There are good reasons why Microsoft has lost interest in Android. There are strong indications that Microsoft is discontinuing its efforts to port Android apps to Windows 10, concentrating instead on iOS. This fits with RFM research which indicates that that the relevance of Android in the app ecosystem is continuing...
Reply to this post Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results that beat expectations but still recorded losses as the re-organisation of its acquired server and smartphone businesses took their toll. Q2 16A revenues / net profit were $12.2bn / LOSS $714m compared to estimates of...
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.
Xiaomi – Reality check pt. III
Reply to this post Stagnation puts an 87% hole in the valuation. In 2014, Xiaomi was growing very rapidly, had a valuation of $45bn and there was talk of an IPO being done at $100bn. Consequently, it could afford to splash-out on the best components as no one cared whether Xiaomi was making any money...