Mobile Ecosystems – One hit wonders vs. Jack of all trades
Reply to this post Monetisation is hard. Expansion is even harder With growth in the smartphone shipments slowing fast and...
Xiaomi – Reality check pt. III
Reply to this post Stagnation puts an 87% hole in the valuation. In 2014, Xiaomi was growing very rapidly, had...
Sony – Rite of passage.
Reply to this post Sony needs to embrace the hackers not shut them out. How Sony reacts to software developed...
BlackBerry – High jump.
Reply to this post BlackBerry’s target of 5m devices looks much too high. The new BlackBerry Priv and its rumoured...
Jolla – Rogue wave.
Reply to this post The sailors at Jolla may be better off selling their boat. Jolla, the creator of the...
Yahoo! – Purple rain
Reply to this post Yahoo!’s assets and its few remaining loyal employees are bleeding purple. Yahoo! is still profitable but...
IPO Window – Unicorns and donkeys Pt II
Reply to this post The best thing for Square would be to pull its IPO. The news that Square has...
Google – Google minus.
Reply to this post Reddit and Twitter look like more realistic targets than Facebook. Google has announced a significant restructuring...
Facebook & Google – Fair weather friends.
Reply to this post I think the new found friendship will be short lived. Facebook has been allowing Google to...
About Me
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.
Sony – Rite of passage pt. II.