LG trades margin upside for safety. LG has struck a patent deal with Google which looks to be almost exactly the same as the deal...
The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises. Q2 14A Revenues / operating...
Samsung does not seem to have any idea what to do. Samsung reported awful Q3 14A results as profitability in the handset business collapsed far...
Apple on course for a superb quarter to the detriment of Samsung. Apple reported Q4 14A results that comfortably beat estimates and guided above consensus...
Samsung has one chance to avoid the fate of its predecessors. Samsung looks to be teetering on the edge of suffering the same fate as...
Q4 14E will be the most competitive ever for devices. Apple’s accidental launch of the new iPad Air 2 and iPad Mini 3 combined with...
Samsung is getting closer to the fate of its peers. Samsung has guided for Q314A results that strongly indicate that it is losing control of...
Quality will soon become the most important factor. As the smartphone market starts to settle down, quality of experience will become increasingly important. This is...
BlackBerry Passport will be a niche product. The uproar over bent iPhones has completely drowned out any real splash that BlackBerry was hoping to make...
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.
Xiaomi – Reality check
There is very little left for investors at $45bn. If Xiaomi can raise money at a valuation of $40bn-$50bn, this will be its greatest achievement...