Reply to this post Xiaomi’s trajectory falls far short of $46bn. Q4 15A appears to have brought Xiaomi no relief from stagnation as it seems to have missed the low end of its 80-100m forecast. The exact figure for 2015A is not yet clear but RFM has been forecasting for some time that Xiaomi would...
Reply to this post Facebook is set to become Google’s biggest competitor. I have long been of the opinion that Facebook is moving to become a fully-fledged ecosystem in its own right and with each day that passes, this fact becomes more evident. RFM research indicates that this would give Facebook the opportunity to more...
Reply to this post Volume and scale remains essential for Samsung. Samsung reported disappointing Q4 15A results where I think that most of the slowness came from components rather than handsets. Q4 15A revenues / EBIT were guided to be KRW53.3tn / KRW6.1tn representing margins of 11.5% and YoY growth of 15% for Q4 and...
Reply to this post Medical device makers have more time to save themselves Amid a rather muted first day at CES came the news that another class action lawsuit has been filed against FitBit alleging that its heart rate monitors are dangerously inaccurate. While I think that this lawsuit is somewhat capricious, it highlights accuracy...
Reply to this post CES likely to focus on dreams rather than reality The CES bandwagon kicks-off on 6th January and I suspect that autonomous transport, virtual reality and wearables will grab most of the attention. I think that these themes are pretty far from the mass market meaning that the reality of the technology...
Reply to this post The airwaves are going silent until January 5th 2016. Radio Free Mobile sends all of its clients, readers and detractors the compliments of the season and best wishes for the new year.
Reply to this post There is little point in updating software that just sits on the shelf. The Android community is already getting excited about the features that will be available on the next version of Android regardless of the fact that few will have access to it for years. Split screen support and more...
Reply to this post California is a great example of why this will take ages. The California department of motor vehicles (CDMV) has made a proposal that obviates the use case of a self-driving vehicle in a large number of use cases. The CDMV is proposing a law that requires a person who is licenced...
Reply to this post Facebook has everything it needs to disrupt classifieds. Facebook is jumping into the world of classifieds and recommendations but it will take a lot more than just throwing it out there to make it successful. In the US this is aimed squarely at Angie’s List and Yelp but the performance 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.
Yahoo – Surface deep
Reply to this post There is no sign of Yahoo ever fulfilling its potential. A scratch appears to be the limit of Yahoo’s ability to realise its potential. Marissa Mayer has been quick to jump to Yahoo’s defense following the negative commentary earlier this week, but her comments clearly reveal the fundamental problem at Yahoo....