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...
Reply to this post MVNO builds users but not profits. Xiaomi has updated its flagship Chinese smartphone with the launch of the Xiaomi Mi 4c and also launched an MVNO to support its devices and ecosystem. Although the product logo makes it look an awful lot like the iPhone 5c, I suspect that the c...
Reply to this post Making a car still makes no financial sense. While commentators and investors are getting increasingly excited regarding the prospect of Apple launching an automobile, no one is considering the impact that this would have on profits and cash flow. Instead all of the focus is on Apple bulking up its team...
Radio Free Mobile will return on Monday September 21st.
Reply to this post Hardware innovation made exciting with software functionality. Apple returned to what it does best in making innovations in the user experience that are enabled by the new hardware upgrades that it has launched in its new products. iPad Pro The iPad Pro was by far the most interesting product launched at...
Reply to this post Further proof that the Surface Pro 3 is the winning design. Dell, HPQ, Accenture and Avanade have all signed up to sell and support the Microsoft Surface Pro 3 and its descendants to their enterprise customers. This is despite the fact that it competes with their in-house designs. This is a...
Reply to this post I see no reason for China to fall for Google’s charms. It looks like Google is about to mount another assault on the Chinese market but even if it gets in, it is almost certain to end up competing with one arm tied behind its back. After leaving the market in...
Reply to this post Integration and execution key to success. BlackBerry has agreed to buy its rival Good Technologies for $425m in cash, underlining my view that BlackBerry’s days as a handset vendor are numbered. Good has had a chequered history after being purchased by Motorola, then being sold on to Visto and now finally...
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.
Yahoo! – Out of options
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...