Reply to this post A new PC cycle depends on marketing. Intel warned on Q1 revenues as the corporate refresh cycle has come to a more abrupt end than expected. This combined with a poor macro outlook for Europe caused Intel to warn that revenues would be about $900m lower than expected. Q1 15E revenues...
Reply to this post First battle won, but at risk of losing the war. The changes that Sony is making to its gaming offering around PS4 are only about games rather than the overall ecosystem. Yakimura is the latest update for PS4 which will bring in some great new features for the gaming experience but...
Reply to this post Lollipop 5.1 is pointless while it sits on the shelf. Google unveiled an update to its Android 5.0 software that aims to bring its functionality more into line with that which is offered on iOS and Microsoft. The update features Device Protection that works like Apple’s Activation Lock which renders the...
Reply to this post The spring has gone from the Apple Watch’s bungee. Apple held its “Spring Forward” event last night where the only spring was in its name. The event was aimed at giving more details around why users would want to but an Apple watch in in that regard Apple has failed to...
RFM is conducting research deep in the Spanish Alps and will return on Tuesday 10th March.
Reply to this post Both MediaTek and Jolla raise eyebrows at MWC 2015. MediaTek It seems like MediaTek has been around for ages but it is a very different company now than it was even 12 months ago. Most people think of it as the cheap and cheerful vendor of vast volumes of low end...
Reply to this post The real action in the mobile industry is no longer in Barcelona. With 90,000 attendees, MWC 2015 is bigger than ever but all through the bustle and the endless halls something is missing. Not only are the companies who make all the money in the mobile industry conspicuously absent, but no...
Reply to this post Hardware alone cannot restore lost margins. Samsung’s launch of the Galaxy s6 and s6 Edge clearly demonstrated how little is left for Samsung to play with now that Google has taken the whole ecosystem. Samsung launched the Galaxy s6 and a double edged variant at a large but somewhat subdued event...
Reply to this post Apple in a weak position in its fight against Ericsson. Following the expiration of their licence deal in January 2015, Apple and Ericsson are heading to court to fight over the licensing of standard essential IP that relates to 3G and 4G. Ericsson has filed 7 complaints in the US claiming...
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.
Alibaba – Chop and change
Reply to this post Corrects yesterday’s post regarding Alibaba’s Yun OS. Yesterday’s Radio Free Mobile blog post incorrectly claimed that Alibaba had stated that it had ceased updating its user experience on Android. Both Baidu and Alibaba have an in house Android development now referred to as Yun OS. It is Baidu that has stated that it has ceased development...