Reply to this post Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a thriving ecosystem of its own but whether it can make money from it is another thing entirely. There are three ways to monetise an ecosystem: selling hardware, selling advertising or selling subscriptions to one’s Digital...
Reply to this post Yahoo! had little choice but to stay with Microsoft. The changes that have been made to the search contract between Microsoft and Yahoo! are cosmetic and reveal how Marissa Mayer is still failing to breathe any real life into Yahoo!. Microsoft and Yahoo! have extended their search agreement made in 2009...
Reply to this post Everything depends on Netflix achieving scale. Netflix reported Q1 15A results slightly below expectations but the subscriber growth was better than forecast and this continues to be the main driver of the shares. Q1 15A revenues / EBIT were $1.57bn / $97.5m compared to consensus at $1.57 / $106m but all...
Reply to this post Data centres rescue the quarter but not the year. Intel reported Q1 15A results in line with reduced expectations but guided well thanks to the continued strength of the data centre. Q1 15A revenues / EPS were $12.8bn / $0.41 which was exactly in line with consensus given the profit warning...
Reply to this post It is too early to sell HERE. It seems that Nokia may be seeking to acquire part of Alcatel-Lucent (I presume the wireless assets) and to pay for it by selling the HERE business. The acquisition of Alcatel-Lucent’s wireless business makes some sense as infrastructure is a brutal market dominated by...
Reply to this post Another ruthless demonstration of the value of data. The closing of Twitter’s data feed to third parties is a great example of how valuable user data is becoming and how dangerous it is to have large dependencies in a business model. Twitter announced on Friday (April 10th 2015) that it will...
Reply to this post Lack of innovation is another big problem for PC makers. The Surface pro 3 and now the Surface 3 show that Microsoft is the only PC maker capable of any innovation. Microsoft has launched a little brother to the Surface Pro 3 which differs from its big brother in three ways....
Reply to this post Watch expectations are already beginning to fall. The hype surrounding the Apple Watch is beginning to suffer from a healthy dose of reality causing the loftiest estimates to start falling. The range of sales estimates in the first 12 months is huge with the most bearish on less than 10m units...
Reply to this post Standard Essential Patents not at risk of value collapse. The ongoing fight between Google (Motorola) and Microsoft is at risk of setting a legal precedent that could collapse the value of standard essential patents (SEPs). This particular fight was started by Motorola which sued Microsoft for infringement of its MPEG4 (h.264)...
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, QCOM & TSMC – Win Win Lose
Reply to this post Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps processor in the Galaxy s6, Qualcomm looks to be back on track for the flagship device in 2016E. There were problems with the Snapdragon 810. Firstly, in Samsung’s hands it caused its device to overheat....