Reply to this post Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre, IoT and memory all helped to offset the ongoing weakness in PCs. Q3 15A revenues / EPS were $14.5bn / $0.64 slightly ahead of consensus at $14.2bn / $0.61 as...
Reply to this post Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC, Dell seems to be using this opportunity to again explore getting rid of the PC business. This makes complete sense as it is clear that Dell now wants to become...
Reply to this post Dedication and focus needed to reach the big pond. It is important to run a tight ship but simply cutting jobs is often the action of a company that does not know what else to do. It looks like Jack Dorsey’s first action as the permanent CEO of Twitter will...
Reply to this post Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm has made an entrance in conjunction with partners Mellanox and Xilinx. With growth rapidly declining in smartphones, tablets in negative territory and MediaTek aggressively attacking at the high-end, Qualcomm has...
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...
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...
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.
Google vs. Facebook – Thin end of the wedge
Reply to this post Video on Facebook is just the beginning. Facebook’s plans to unseat YouTube dominant position as a repository for video content are well developed and for the first time, Google must look to its defences. Video is just the beginning as RFM research strongly indicates (see here) that Facebook is in fact...