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...
Sony Mobile is nothing if not brave. Sony Mobile has ambitious plans for 2013 but now Sony Mobile is looking to push those even further in 2014. Sony is currently expecting to ship 42m devices (4.4% market share) in 2013, which even I think may be a stretch. I am forecasting a much more conservative...
Samsung is using its control of the device to its best advantage. Samsung’s strategy to move into software and services is starting to bear fruit as it ChatOn IM service has broken the magic 100m user number. This number has doubled in the last four months and is showing particular strength in China, India and...
Windows Phone is still shunned by developers. The latest data from appcelerator shows a worrying trend. While everyone seems to want a third ecosystem to emerge, the developers don’t seem to care which makes it more difficult to convince users to take-up something different. All developers care about is getting paid which is why iPhone...
The last shoe has dropped on Windows RT. Only Microsoft is left. Samsung, Lenovo, Asustek, Acer and now finally Dell have all discontinued their Windows RT devices. As of today the Dell XPS10 is no longer listed on its website and the company carefully steers visitors towards the Latitude 10 which runs full Windows 8...
After two years, Samsung has decided to experiment. After much delay it seems that a device with a curved display is about to make a debut on the market. This technology has been in the works for more than three years but now the Samsung Galaxy Note 3 is expected to have a brother called...
BlackBerry is to remain Canadian but at what price? BlackBerry has agreed to be acquired by a consortium led by Toronto based Fairfax Financial Holdings for $9.00 a share. There will now be a 6 week due diligence period during which BlackBerry is free to seek other offers but if it decides to go down...
The fat lady has sung on BlackBerry’s attempt to appeal to the consumer. BlackBerry has issued a horrible warning on Q2 14 missing revenue forecasts by a massive 47%. Q2 Revenues are expected to be $1.6bn compared to estimates of $3.0bn as just 5.9m devices have been sold to users compared to consensus of 7.9m...
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.
Twitter – Perfect timing.
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...