In mobile, Tizen has no future while Android lives. Tizen is an operating system for mobile phones, tablets, smart TVs and in-vehicle infotainment. The platform is jointly owned by Intel and Samsung and it has long history of mergers and of being passed around the technology industry, Tizen’s roots come from LiMo (Mobile Linux industry...
Windows RT has no future. If only Microsoft could see that. The latest round of disclosures reveal what a disaster Windows RT is adding further weight to the notion that it should be killed off. In its end of year filing, Microsoft disclosed that it has sold just $853m of its Surface line of tablets....
Android now has huge share in tablets but is it really Google? The latest data on the tablet market shows that Android is now far and away the biggest platform shipping with around 70% market share. Apple is on around 25% with Microsoft making up almost all of the difference. This is a substantial change...
Leap Motion has huge potential but this version is no more than a toy. The delayed Leap Motion controller is finally in the wild but it does not look ready to be the answer to the touch screen yet. The Leap Motion controller is a cool looking device that sits on the desktop and allows...
Great numbers but the bigger picture is missing. FaceBook reported strong Q2 results as monetisation of mobile traffic improved much better than anyone expected. Q2 Revenues / EPS were $1.81bn / $0.19 compared to consensus at $1.62bn / $0.14. Mobile was the star of the day making up 41% of total revenues up from 30%...
These results have maturity written all over them. Apple reported Q3 results that beat expectations as iPhone shipments beat expectations by 20%. Q3A Consensus Revenues $35.3bn $35.0bn Gross Margin 36.9% 36.6% EPS $7.47 $7.34 iPhone 31.2m 26.1m iMac 3.8m 3.9m iPad 14.6m 18.0m Guidance was weak with revenues / gross margins of $34bn-$37bn / 36%-37%...
Google looks increasingly mature from here. The key to monetisation of the internet is user data and Google has this in spades. A recent study (Deepfield) has revealed that 60% of all connected devices in the US share data with Google’s servers every day. This makes Google’s share of internet activity larger than Facebook, Netflix...
There is no point in acquiring Tom Tom. The wires have been alive for the last few days with the notion that Apple is on the acquisition trail to fix its mapping issues as well as delaying its iPhone 5S launch to increase the screen size. When it comes to maps the hornets are circulating...
Google and Microsoft both had a difficult night. Google Google reported results that missed expectations as price erosion hit revenues and investments worsened the situation on the bottom line. Q2 revenues (ex-TAC) / EPS were $11.16bn / $9.56 compared to estimates of $11.3bn /$10.8. This represents a 1.3% and 11.5% miss respectively. The main problem...
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.
Samsung Q2 – Sign of things to come.
If the smartphone market fragments it will hurt Samsung’s margins. Samsung reported weak results and as expected it was the handset business that was mostly to blame. Revenues / Net Income were KRW 57.5tn / KRW7.58tn compared to consensus of KRW58.6tn / KRW8.02tn. The biggest problem was the slowdown in the high end of the...