Reply to this post Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used mobile to defy the slowing Chinese economy. Apple Apple reported a steady quarter and set itself up for a good holiday quarter despite troubling rumblings from its supply chain. Fiscal...
Reply to this post Security and a good user experience are almost mutually exclusive. I continue to believe that the trade-off between ease of use and security remains the single biggest impediment to the take-off of mobile payments. In 2012 every man and his dog was creating an app store as this was then a...
Reply to this post I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results and guided weakly mostly as a result of losing users caused by the launch of Apple Music. This further reinforces my view that the real target of Apple Music is radio rather than recorded music...
Reply to this post Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong after-hours performance following their results but for very different reasons. Alphabet Alphabet reported good results as traffic growth from mobile and YouTube were somewhat stronger than expected. However, it was the promise of better fiscal...
Reply to this post I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of growth and its moves to rectify the situation are not convincing in any regard. Google, or Alphabet as we must now call it, has unfurled three new strategies to halt...
Reply to this post The ecosystem is Yahoo!’s only chance at a turnaround. Another lacklustre set of results further underscores that Yahoo!’s inability to execute on its assets is the main reason for its underperformance. Furthermore, it appears that Yahoo! has simply been buying revenue growth as all the improvements seen in the top line...
Reply to this post Pre-installation and default remain very powerful. The latest figures from Apple on its music service are better than I thought they would be given the substantial weaknesses that still exist when comparing the service to market leader Spotify. Apple Music now has 15m users of which 8.5m (56.6%) are on the...
Reply to this post Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on the Chinese market by bidding $3.5bn for the 81.7% of Youku that it does not already own. Youku is the Chinese equivalent of YouTube and has around 500m active users compared to Alibaba’s core e-commerce...
Reply to this post The future for many could be subscription. Axel Springer, the owner of the highly popular, advertising funded tabloid website has said that its visitors must either turn-off advertising blockers or pay €2.99 per month to see content without advertisements. This brings to a head an issue that has been simmering for many...
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 – Coming of age.
Reply to this post Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor powerhouse more than made up for the weaknesses elsewhere. Q3 15A revenues and EBIT were KRW51.68tn / KRW 7.79tn in line with guidance given earlier in the month of October...