Radio Free Mobile has taken up temporary residence in the Levant returning on the 5th August.
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...
Fight over wearables looks like a storm in a teacup. Samsung and Google are at it again but this time the fight is over what software Samsung should use on its wearable devices. At a recent industry event in Sun Valley, Idaho it was clear that tensions between Samsung and Google are still running high....
Cuts look much bigger than they seem. Microsoft’s planned 18,000 job cuts seems to spell the end of in-house manufacturing and has wide implications for Microsoft overall. A total of 18,000 permanent positions are to go of which 12,500 are coming from the Nokia Devices and Services business. At the same time Microsoft has imposed...
Good performance justifies the love Google reported good results as advertising volume continued to comfortably outpace pricing declines. Q2A Revenues-exTAC / Adj-EPS were $12.7bn / $6.08 compared to consensus at $12.3bn / $6.25 and RFM at $12.9bn / $6.20. Margins also improved somewhat as revenue from owned and operated sites where no traffic acquisition cost...
Alliance is just a first step in addressing the enterprise. Apple and IBM have announced an exclusive partnership that will make iOS devices a much more realistic option for an enterprise when purchased through IBM. For Apple, this means that IBM will encourage its customers to use iOS devices ahead of anything else for mobile...
Alibaba hides very disappointing display revenues. Once again Yahoo! has managed to keep poor results hidden amongst the spotlight glare of Alibaba. Q2A Revenues / EPS were $1.04bn / $0.37 compared to consensus at $1.09bn / $0.38. The biggest disappointment was in revenues from display advertising. Yahoo! has been promising a turnaround in these revenues...
If all you do is build it, they won’t come. Nadella’s recent memo says all the right things but reveals the vast amount of work that is needed to make this dream a reality. All through the 3,000 word memo it is clear that Microsoft intends to make the most of the assets it has...
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.
Amazon Q2A – Disciplinary matters
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...