Google – 10. Handset makers – 0. The latest edict from Google requires handset makers who want to implement Google apps to display a “powered by ANDROID” logo on the screen while the device is booting up. The latest move by Google has more do to with cementing its control over Android than it does...
Good launches but no clues given for the longer term. Microsoft stuck firmly to the script at its press conference when it launched Office for iPad, Mobile Device Management and its Enterprise Mobility Suite. No clues were given as to whether Microsoft will focus down on the Enterprise or continue with the much more ambitious...
The Oculus acquisition puts the spotlight on corporate governance. Facebook is an internet company that makes its money by monetising the traffic of users of its free service. There is no rational reason for it to suddenly branch out into virtual reality hardware. I cannot see any way that this acquisition will create value for...
As good as the M8 is, it will not save HTC. HTC launched is new flagship device at an event in New York and despite the specifications being widely leaked it did not disappoint. The HTC One M8 is a great device. It sports an attractive metal unibody design, a larger screen, 2.3Ghz Snapdragon processor,...
Rising content value is likely to drive a verticalisation of the industry. Every man and his dog seem to be preparing to launch a streaming TV service with Apple and Comcast being the latest. Apple and Comcast is a particularly strong combination as one has almost limitless resources and the other is close to controlling...
Sony is making the right moves to become a proper ecosystem. It’s a long shot for Sony to become one of the major ecosystems but it is doing everything it can to make it happen. Sony actually has a better chance than a number of competitors due to the assets that the company has had...
An encouraging move by Yahoo! to fix its ecosystem. Yahoo! looks at last to be beginning to do something about grouping its collection of assets into a cohesive ecosystem. One of the most important of these assets is gaming as users spend 32% of their time on smartphones playing games. This makes it one of...
Growing preference for Windows Phone spells the end for Blackberry. After a difficult few months there is at last some good news for Windows Phone. The appeal of Windows Phone to the enterprise is proving to be strong to the point where good customer preference is emerging. IBM, one of the pre-eminent enterprise IT suppliers,...
With the Moto 360, Motorola has finally got something right. Smart watches are still a problem looking for a solution but with the Moto 360, Motorola has put the first tick in the box. The Moto 360 is a smart watch that actually looks like a regular watch. Hence it is a regular wrist watch...
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.
BlackBerry Q4 – Last lap?
Q4 gives no reason to hope. BlackBerry reported disappointing results as the two most important metrics of a company in trouble (revenue and cash flow) were very weak. Q4 revenues / EPS were $977m / LOSS $0.06 compared to expectations of $1.11bn / LOSS $0.57. $553m of cash was consumed during the quarter giving the...