Shareholders are playing a dangerous game in trying to force a higher price. Today is the day when shareholders must vote on the offer made by Michael Dell and Silverlake to acquire the company for $13.65 a share. To succeed the deal must win the approval of more than 50% of all shareholders excluding the...
Yahoo! has a lot going for it but it will be some time before it shows in the numbers. Yahoo! reported Q2 results that were hindered by weakness in display advertising but rescued by great performance from its Asian associates. Q2 Revenue and adjusted EPS were $1.07bn / $0.35 compared to expectations of $1.08bn and $0.30 respectively....
The acquisition of 91 Wireless is just one of a series of acquisitions that must happen. Baidu has announced that it will acquire a 91 Wireless, paying $1.9bn in total for the company. 91 Wireless runs two of China’s biggest application distribution platforms: 91 Assistant and HiMarket. These platforms also distribute PC software but the...
Microsoft has taken the most heat from the latest revelations but it looks like everyone is in the same boat. The latest revelations reveal that Microsoft has actively participated with the NSA to allow the authorities to circumvent its encryption. Outlook.com, SkyDrive and Skype have all been compromised but it is unlikely that the...
Microsoft can talk the talk but can it change its spots? Microsoft’s reorganisation and new strategy says everything that is needed to turn the company around but talk is cheap. The two statements from Microsoft detail how the company will be re-organised to achieve the following: One Microsoft. A structure that ensures that decisions are...
Google’s commitment to Motorola has nothing to do with handsets. If the wires are to be believed, Google is going to spend $500m to market the Moto X. The Moto X is a new concept of mobile device where the user can decide on certain aspects of the specification and then have the device built...
Unforeseen illness has meant that Radio Free Mobile will be off the air for a few days. Broadcast hopes to resume on Thursday or Friday.
It looks very much like the time has come to look to the recovery stories. Despite the panic, I have real doubts whether Samsung’s earnings miss is any more than a symptom of a slowing market. Samsung’s preliminary earnings point strongly towards a miss from smartphones. The signs of a slowdown have been there for...
It is now increasingly unlikely that Apple will launch an iWatch this year. The wires are alive with the news that Apple has hired former Yves Saint Laurent CEO, Paul Deneve to run special projects within the company. Paul Deneve will be working on “special projects” and will report directly to Tim Cook. This is...
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.
Nokia Q2 – Hit and miss
Light Q2 sets up potential for a bounce in Q3. Nokia missed revenue expectations but profitability improved to allow profits to come in ahead of expectations. Q2A Consensus RFM estimate Units 61.1m 74.0m 62.0m Mobile Phone 53.7m 66.0m 55.0m ASPs €26 N/A €27.0 Lumia Devices 7.4m 8.0m 7.5m ASPs €157 €175 €165 D and S...