Alibaba hides very disappointing display revenues. Once again Yahoo! has managed to keep poor results hidden amongst the spotlight glare of Alibaba. Q2A Revenues /...
Finally, some positive signs from mobile. I have been concerned for some time about the lack of progress at Yahoo! (see here and here) but...
Facebook needs one chat system that is a part of the whole. Facebook’s strategy around chat looks like a hodgepodge of different offerings that is...
There is no longer a reason to sell. Twitter is no Facebook but I suspect that the next 2 years could follow a very similar...
The single offerings for Digital Life are running out of steam. Linked-In reported good Q1A results but guided weakly as growth is slowing more quickly...
Anonymous login is a land grab for user data. Facebook is holding its F8 developer conference this week at which the most significant announcement was...
Twitter’s Q1 was good, but not nearly good enough. Twitter reported results that met headline expectations but were not the blow-out that the valuation of...
Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than expected. The increased dividend and...
Mobile pricing is likely to stay low for a while. Google failed to beat expectations as pricing fell by more than expected due to the...
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.
Google Q2A – Top of the pops.
Good performance justifies the love Google reported good results as advertising volume continued to comfortably outpace pricing declines. Q2A Revenues-exTAC / Adj-EPS were $12.7bn /...