No wearables expected next month. The first days of September are going to be littered with new device launches. The IFA trade fair has become a great place for stealing Apple’s thunder as it occurs in early September, right before Apple’s traditional launch window. Two new iPhones, the Galaxy Note 4, the Sony Experia Z3...
Not a laptop replacement but something much better. The Surface Pro 3 has significant issues but it is the first product capable of changing the higher-end mobile computing landscape. (It is important to note that I am specifically excluding the tablet market as tablets are focused on content consumption which is now a very different...
First there was media. Now there is ecosystem Xiaomi is not just the largest smartphone vendor in the Chinese market it is also the manufacturer that clocks up the most usage. Xiaomi is now No. 1 in the Chinese market with 14% market share just behind Samsung, Lenovo and Yulong who have 12% each. Huawei...
The glacial creep towards a settlement continues. Samsung and Apple have agreed to drop all litigation against each other that is taking place outside the US. No licencing terms have been signed and both companies will now focus their efforts on pursuing their fight in the US. This is similar to the agreement between Apple...
Traffic reveals the critical weakness in Google’s ecosystem. The latest data from Chitika shows that Google is still struggling to improve the quality of its ecosystem. Size is a great measure of the importance of an ecosystem but its real value is determined by usage. High usage is the best indicator of user loyalty and...
Radio Free Mobile has taken up temporary residence in the Levant returning on the 5th August.
Amazon’s prioritisation of customers over investors shows no sign of abating. Amazon reported in-line Q2A results but guided very badly for Q3E as it continues to invest heavily in the growth at the expense of profitability. Q214A revenues / EPS were $19.3bn / LOSS $0.27 compared to forecasts of $19.4bn and LOSS $0.13 respectively. The...
Sony must fix PlayStation if it is to hold onto its lead. Since the launch, PlayStation has systematically beaten Xbox One at every turn. On price, accessories, used game policies, independent game developers, performance and geographic restrictions Sony has Microsoft on the run. Sony has also soundly beaten Microsoft when it comes to the PR...
Both Apple and Microsoft reported humdrum results ahead of big events. Apple Apple reported Q314A results that were broadly in line with expectations but guided weakly as the lag effect in front of such a major hardware upgrade is going to be greater than expected. Revenues / EPS were $37.4bn / $1.28 compared to consensus...
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.
Zynga Q2A – Chalk and cheese
Bad results show the difference between consoles and handhelds. Zynga reported weak Q2A results and cut its 2014E guidance as new revisions of its flagship games will take longer than expected to reach the market. The key metric for Zynga is bookings which is the value of virtual goods sold during the quarter. Q2A bookings...