Reply to this post Cash flow is king when growth deserts. Apple FQ3 16A. Apple reported difficult FQ2 results but critically, iPhone shipments fell by...
Reply to this post The EU kicks off a lengthy war with Google over Android. Google has been formally accused by the EU of abusing...
Reply to this post Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...
Reply to this post History repeats as nothing has changed. It looks as if the iPhone SE is off to a slow start indicating that...
Reply to this post Blackberry needs to rid itself of its addiction to hardware. Blackberry reported Q4 16A results where good performance from software was...
Reply to this post A housekeeping event that refreshed the older end of its offering. Apple released new products and software that inched the evolution...
Reply to this post Now the ecosystem is showing signs of strain. Things are not getting easier for Xiaomi as results from one of its...
Reply to this post The new Mi5 has everything except profit. Xiaomi’s strategy of getting users on board is working but the need to make...
Reply to this post The 5se needs to be something very different but it is unlikely to. The fact the two companies that make almost...
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.
Smartphones – The second derivative.
Reply to this post Gap between ecosystem and hardware to increase this year. As the slowdown in the smartphone market is more severe than even...