Austerity buys time for a proper strategy to be formed. HPQ posted good Q2 results and guided nicely as the cost cutting plan began to show results. Q2 Revenues and EPS where $27.6bn / $0.87 compared to consensus at $28.0bn / $0.81. Revenues from the PC segment where the real culprit for the top...
TV lets xBox One down but it is not Microsoft’s fault. The xBox One has been revealed with great fanfare and while it’s a winner in many areas, it falls over when it comes to the integration of TV. To be fair to Microsoft, I suspect that this is not its fault and that the...
Jolla’s new handset is really only half of the story Jolla has released the Jolla Phone with some interesting innovation, but the $520 price tag is going to bring tears to the eyes of many potential buyers. The device is a sleek, buttonless touch device with a 4.5inch touch display, dual core processor and an...
Tumblr is exactly what Yahoo! needs to expand its coverage of Digital Life. The wires are alive with the idea that Yahoo! will announce its $1.1bn acquisition of Tumblr today at its event in New York. 10x 2013 revenues looks punchy but the usage stats point to a website where the traffic is substantially under-...
Google is extending its lead except in games. Google regaled its fans with a three hour keynote that revealed updates and upgrades that push it further into the lead in the provision of Digital Life. First the numbers: 48bn applications have been installed and 900m devices have been activated. This is a huge number...
Making BBM available elsewhere is a very risky move. The launch of the BlackBerry Q5, upgrades and extensions to BBM make it very clear how BlackBerry intends to regain its former glory. The Q5 is an interesting looking device sporting two bright colours and a 3.5” touch screen as well as a full QWERTY keyboard....
Gaming will put Google out front in the Digital Life race. Google is holding its annual developer event this week from Wednesday May 15th to Friday May 17th. The focus will be on the developers and tools rather than new hardware, updates and features for the Android and Chrome OSs. However there are a few...
ARM is looking less and less threatening to Intel. Thanks to the blunder that is Windows RT (Windows 8 on ARM), ARM has made no real impact in the PC space and the outlook for it to do so is fading fast. On top of this, Intel is far from standing still and the more...
Nokia’s new platform does everything right except address the horrors of low end Android. Nokia has launched a big update to the Asha platform and the release of a new handset the Asha 501. The new platform runs on software proprietary to Nokia and uses Java for applications development. To date, Java has been awful...
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.
Windows 8 – Adoption by attrition
Windows 8 will get there in the end. At its London Analyst summit Intel bemoaned the lack of cool designs for the malaise of the PC market but as usual, this less than half the story. There are multiple reasons why the PC market is struggling of which form factor is but one. These are:...