Reply to this post Nokia is not about to start making phones again. The wires are full of the notion that Nokia is again about to plunge headlong into the mobile phone business but I think that this is very unlikely. What is far more likely is that Nokia licences out its brand name to...
Reply to this post Facebook is mounting its second assault on the ecosystem. Facebook is moving inexorably towards becoming a fully-fledged ecosystem after a number of false starts. Facebook now appears to be working on a digital assistant (Moneypenny) that will be aimed at helping users find and buy products online. This is another service...
Reply to this post Revenue dominance gives Sony some breathing space. Sony has done an excellent job at becoming the winning gaming platform in the current generation, but I am increasingly concerned that its poor user experience and lack of an ecosystem could allow Microsoft to win in the long run. (see here) However, the...
Reply to this post PC makers do nothing to fight the tide. Figures from both Gartner and IDC show that Q2 15A has been another awful quarter for the PC industry. IDC has the market declining 11.8% to 66.1m units while Gartner has seen a 9.5% decline to 68.4m units. Tough comparisons to 2014 where the...
Reply to this post Phones effectively paused while ecosystem is fixed. Microsoft is reducing the scale of its mobile phone business into line with the other hardware businesses with the exception of the Xbox. A thumping $7.6bn write down will be taken against the acquired assets of Nokia reducing them to close to zero and...
Reply to this post Apple Watch EBIT margins likely to have suffered from low volume. If the latest reports are to be believed, sales of the Apple Watch have been far worse than even RFM’s bearish predictions. This has meaningful repercussions for the profitability of the device as it clearly lacks the scale to earn...
Reply to this post This will be the last quarter of hard comparisons. Samsung guided to weaker than expected Q2 15A results as the Galaxy s6 appears to have been unable to make much of a dent in the iPhone 6’s appeal. Q2 15A revenues and EBIT are expected to be KRW48tn / KRW6.9tn compared...
Reply to this post Using Google as a stop gap likely to have a disastrous effect. Many players are using Google as a stop gap in India while they get their own ecosystems ready but this sets a dangerous precedent. I believe that there is a rising danger that the Indian market may end up...
Reply to this post Sony looks to be at risk in the next generation. Sony is continuing to dominate the current generation of gaming consoles, but the user experience needs so much work that Sony must act now. In Europe the PlayStation 4 is scoring market share of 70%-90% while it trades leadership in the...
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.
Jolla & Intex – The Bollysystem pt II.
Reply to this post Jolla is to Intex what Cyanogen is to Micromax. Jolla has received another shot in the arm from a deal that it has struck with Intex for Sailfish to be the heart of Intex’s strategy to create an ecosystem upon its devices for the Indian market. This is very similar to...