Reply to this post Google touts its brains but once again ignores the elephant. Google launched some interesting innovations at its developer conference, but once...
Reply to this post The difference between men and boys will be the brains of their toys. Developer conference season is well underway and the...
Reply to this post MCX serves as a lesson to all in the ecosystem. Merchant Customer Exchange (MCX) has paid a heavy price for ignoring...
Reply to this post Not ready to do what it needs most. Google will hold its annual developer this week where it will show off...
Reply to this post E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message that would be ramping up...
Reply to this post Both companies being driven by new businesses. Amazon Q1 16A. Amazon reported mighty results as Amazon Web Services (AWS) grew by...
Reply to this post A stick in the eye for corporate governance. A great set of results was marred by the timely announcement of...
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 Microsoft and Alphabet compound Ericsson’s and Intel’s woes Microsoft FYQ3 16A Microsoft reported reasonable results as the weakness in the PC...
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.
Tencent Q1 16A – Search for happiness.
Reply to this post Tencent needs to do a little better to keep everyone happy. Tencent reported very healthy Q1 16A results as business continued...