Reply to this post Samsung is rapidly becoming a component company again. Demand for the Galaxy s6 is reasonable but unfortunately it does not appear...
Reply to this post Blackberry’s hardware days are numbered. In a week where all of Blackberry’s dirty laundry is laid bare in a new book,...
Reply to this post The pointless curved screen should generate some EBIT. Samsung reported its full Q1 15A results that revealed a better performance in...
Reply to this post One thing at Build 2015 really stood out. Microsoft launched its Build 2015 developer conference with a plethora of announcements but...
Reply to this post iPhone replacement drives big Q2 15A results. Apple reported excellent Q2 15A results as the iPhone replacement cycle has remained strong....
Reply to this post Variances from expectations have little to do with fundamentals. Facebook reported results and Sony pre-announced results that differed from expectations but...
Reply to this post Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a thriving ecosystem of its own...
Reply to this post Samsung appears to have OPEX tightly under control. Samsung has guided to a good set of results as components was strong...
Reply to this post Little prospect of margin improvement in handsets. Huawei has reported audited 2014A results which showed continued strong growth and profitability. However,...
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.
HTC – Thousand cuts.
Reply to this post HTC has all the hallmarks of death by a thousand cuts. HTC has warned on Q2 15E sales and profits as...