Reply to this post Perfect timing gives Fitbit its best chance of making it. Wearables maker Fitbit has timed the market perfectly, in announcing that it will raise $100m in an IPO. From its IPO documents it is also pretty clear that Fitbit is pinning its long-term future on building an ecosystem around its devices...
Reply to this post Hirai gives himself some breathing space for FY16E. Sony reported FY 15A results that were in line with revised expectations but guided weakly as it is clear that there are still uncertainties with regards to the timing and extent of the recovery. FY 15A Revenues and EBIT were JPY8,215bn / JPY68.5bn...
Reply to this post Google must take control of software distribution. The headlines are touting 80% growth in share for Android 5.0 (Lollipop) but that is only because it is coming from a tiny base. The reality is that Android 5.0 (Lollipop) is still used on less than 10% of Google Android devices that are...
Reply to this post Facebook deal underlines that it is too early to sell Here. It looks very likely that Facebook has already or is about to sign up to use Here as the source of location data for its services. Here is a global mapping company owned by Nokia that is one of only...
Reply to this post The pointless curved screen should generate some EBIT. Samsung reported its full Q1 15A results that revealed a better performance in the handset business than many had anticipated. Q1 15A revenues / EBIT were KRW47.2tn / KRW5.98tn in line with the guided range of KRW47tn / KRW5.9tn. Samsung shipped 99m mobile...
Reply to this post One thing at Build 2015 really stood out. Microsoft launched its Build 2015 developer conference with a plethora of announcements but at its heart only one thing really stood out. Microsoft has launched Software Development Kits (SDK) that allow developers to bring the code they have written for Android or iOS...
Reply to this post The core business of Twitter is looking mature. Twitter suffered a double blow as its investor relations website accidently disclosed weak Q1 15A results 90 minutes before the close of US trading. The shares were halted while Twitter formally released its results after which the shares fell by 18%. Q1 15A...
Reply to this post iPhone replacement drives big Q2 15A results. Apple reported excellent Q2 15A results as the iPhone replacement cycle has remained strong. Apple increased its cash return program by more than 50% to $200bn. Q2 15A Revenues / EPS of $58.0bn / $2.33 comfortably beating consensus at $55.7bn / $2.13 despite the...
Reply to this post Amazon Web Services outshines a dull earnings report Amazon Web Services (AWS) was the bright spot in a set of results that came pretty much in line with expectations. Revenues / EPS were $22.74bn / LOSS $0.12 compared to forecasts of $22.4bn / LOSS $0.11. Guidance was weak with revenues /...
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.
Apple and Microsoft – Silver linings.
Reply to this post The iPad Plus could help Microsoft more than it hinders it. Apple’s launch of the iPad Plus might just create the user excitement that Microsoft seems unable to create for itself. Apple looks set to launch the iPad plus towards the end of this year or early in 2016E. This will...