Reply to this post The disaster of Windows 8 can be made an advantage. The degree with which Windows 8 has failed to capture the imagination of users is clear when one looks at the distribution of Windows versions across the PC industry. The latest data from NetMarketShare shows that despite being in the market...
Reply to this post Apple Pay problematic but better than the rest. Payments are horribly difficult. From vested interests to proprietary standards and a myriad of complexities, getting a mobile payments system to work is a herculean task. This is why I suspect that Apple Pay is experiencing teething problems Research firm Phoenix has conducted...
Reply to this post Little prospect of margin improvement in handsets. Huawei has reported audited 2014A results which showed continued strong growth and profitability. However, it seems very likely that it is the infrastructure and networking business that are generating all the profits leaving handsets barely breaking even. 2014A revenues and EBIT were RMB288.2bn (US$46.5bn)...
Reply to this post HTC needs to do something different. The make or break time is fast approaching for HTC with long term CEO Peter Chou replaced, the head of industrial design quitting after 18 months and a flagship product that is almost indistinguishable from last year’s model. HTC’s Q414A numbers painted a picture of...
Reply to this post Facebook is creating a family of products to address Digital Life. Facebook has opened what I consider to be the most important season of industry meetings when it comes to really understanding the action and the money in the consumer electronics industry. Between now and mid-June Facebook, Microsoft, Google and Apple...
Reply to this post Apple is moving to fix the basics of iCloud to ensure its future. Apple appears to be intent on improving the plumbing that makes a number of its Digital Life services far from best in class. Apple looks like it is on the verge of acquiring FoundationDB, a start-up company that...
Reply to this post Office is by far Microsoft’s most valuable asset. Microsoft is systematically removing any reason for the rivals to Office to continue existing. Microsoft has announced that it has extended its partnership with Samsung, Pegatron, Dell and 9 others to ensure that its Office apps are installed at the factory on more...
Reply to this post Amazon embarks on another random experiment. Amazon looks set to launch a new innovation in its app store that amounts to Amazon giving away paid for apps as well as in-app purchases. This looks very likely to be an extension to the Amazon Prime service where those that pay $99 per...
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 Q1 15E – Tight control.
Reply to this post Samsung appears to have OPEX tightly under control. Samsung has guided to a good set of results as components was strong and OPEX was brought very rapidly under control. Q1 15E revenue and operating profit are expected to come in at KRW47tn and KRW5.9tn compared to consensus at KRW50.1tn / KRW5.5tn...