If broadcast TV is smart, it will do a deal with Netflix. Netflix is on a similar path that Google, Microsoft and others found themselves on some time ago and where they failed, Netflix might just succeed. Netflix is trying to convince the broadcasters to put its application onto their hardware and thereby massively increase...
Microsoft’s new CEO must be an outsider. I do not envy John Thompson. The fate of one of the worlds great companies rests on his shoulders and being on the inside makes it much harder to see the wood for the trees. The biggest choice to make is whether to pick and insider or an...
The iPhone 5c is performing far below expectations. Apple has been keeping it quiet but it is patently clear that the iPhone 5c is simply not selling in anything like the kind of volumes that Apple was hoping for. The Chinese are reporting that manufacturing orders are being cut in half from an already tiny...
Microsoft’s relationship with its partners has never been worse. For the last 10 years when Microsoft’s has dabbled in hardware, its partners have watched it with a wary eye but the Surface was a game changer. This was admitted in the open for the first time by Meg Whitman at the HPQ analyst day. “Outright...
It is pointless but that does not matter. Samsung has finally launched a curved display device. It is the Samsung Galaxy Round which has a 5.7” AMOLED display with a very slight concave shape. It also has a 13MP camera, 1920×1080 resolution, a 2.3Ghz processor and is 7.9mm thin. As a result of the curved...
Social media could be the saviour of the broadcast industry. I have been very hard on the broadcast TV industry (see here) in assuming that that it will remain in denial while Internet TV destroys its business. However, fortune seems to have thrown the industry a lifeline that may give it time to awaken from...
Other handset makers will only pay lip service to Microsoft. The wires are alive with the idea that Microsoft is begging HTC to resume making Windows Phones but I am sure the reality is quite different. Bloomberg is reporting that Microsoft has held discussions with HTC with regards to its failure to launch a Windows...
Twitter is expensive but at least it is fairly governed. While Samsung has reported earnings that were broadly in line with expectations, the real interest is around the filing of Twitter’s S-1. The pre-IPO document reveals that the company is seeking to raise around $1bn at a valuation of $12.4bn (22.4x EV/Sales on RFM estimate...
From a muddle of three standards one should emerge. Wireless charging is a great accessory to have but high cost and standard fragmentation are so far preventing it from really establishing itself. There are three competing standard bodies; the Power Mat Alliance (PWA), the Wireless Power Consortium (WPC) that promotes the Qi standard and the...
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.
Yahoo! Q3 – The waiting game
Alibaba is flying. Core business is waiting. Yahoo! reported reasonable Q3 results which where more driven by events at Alibaba than by the progress being made on the core business. Q3A Revenues / EPS were $1.08bn (ex-TAC) / $0.34 which was broadly in line with estimates at $1.08bn / $0.33. Forecasts were soft with Q4E...