Reply to this post Very risky proposition leaves too little on the table. Meitu has 446m active users but its revenue comes almost exclusively from...
Reply to this post Huawei and Xiaomi need a deal with the BATmen. The rise of Vivo and Oppo in China against incumbents Huawei and...
Reply to this post Margin pressure from product mix is not a problem. Apple reported results that broadly met expectations although slight weakness in profitability...
Reply to this post LeEco’s real disruption is price. LeEco launched its assault upon the US market with a glitzy but confusing press event where...
Reply to this post Samsung presents Google with a unique opportunity The combination of more than 10m potential buyers and surprisingly good reviews coming in...
Reply to this post Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7 disaster is going to cost...
Reply to this post Samsung’s loss could be Huawei’s and Google’s gain. As a result of making a complete mess of the Galaxy Note 7...
Reply to this post Margin to be strong while the cycle lasts. Samsung has given very solid indications for its Q3 16A results demonstrating that...
Reply to this post I think Viv puts Samsung back in conflict with Google. Samsung has taken a plunge into Artificial Intelligence (AI) with...
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.
Handset Industry – Oranges and lemons
Reply to this post I think Apple earns between 64%-68% of industry profits, not 91%. I believe the notion that Apple makes almost all the...