Reply to this post Market share gains only tell half the story. Huawei’s consumer business has had an excellent Q4 14A as far as market...
Reply to this post Results augur well for acquisition turnarounds. Lenovo reported excellent Q3 14A results despite the first time inclusion of two loss making...
Reply to this post Steady results show better weathering of the handset storm. Samsung reported reasonable Q4 14A results and some signs have emerged that...
Reply to this post Results highlight the differences between these two players. Investors greeted the results announcements of both companies with enthusiasm but for very...
Overheating very unlikely to be a Qualcomm design flaw. There is enough noise in the market to make it likely that there has been a...
Xiaomi must have exclusive services to succeed. Xiaomi is following in the footsteps of its rivals in building an ecosystem via purchasing small shareholdings but...
Lenovo offers far more value than Xiaomi. Following the acquisition of Motorola Mobility from Google, it looks very much as if Lenovo has realised that...
Huawei now has the eggs but can it bring home the bacon? One of the most interesting developments at CES was the emergence of understanding...
Some relief as handsets did not worsen materially. Samsung reported Q4 14A preliminary results that beat expectations but were not enough to lead me to...
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 Q3 14A– Selfie saviour
Reply to this post Selfie craze and PS4 underpin first signs of progress. Sony reported much better Q3 14A results than expected, driven by camera...