Google has to address Gingerbread to make a difference. Radio Free Research has indicated that while Android utterly dominates the market for smartphones, its parent Google only has access to one third of them. (see Mobile Software – iRobot page 20) This calculation is based on the number of Android devices that are Google compliant...
It may seem unfair, but the White House has done the technology industry and the patent system a favour. The White House’s decision to veto the ITC imposed trade injunction on Apple for infringement of Samsung’s patents comes as a big surprise. Historically, it is almost unheard of for the White House to veto an...
The Moto X completely misjudges the US consumer. Motorola formally launched the much leaked Moto X. Differentiation is the name of the game with a number of features that are very different from other devices. These include: Unusual form factor boasting 2,000 points of customisation that can be requested by the consumer. The device will...
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...
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...
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%...
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.
WP8 Apps. – Wrong end of the stick.
Filling the app. store with amateur apps. will not fix the problem. Microsoft has launched Windows Phone App. Studio which is a web based editor for the creation of Windows Phone apps. There is no requirement to know how to write code meaning that anyone can now build a Windows Phone application. This casts the...