Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but I suspect that behind closed doors, it is perfectly happy with the decision with the exception of $5.03bn fine. Google has made a statement that rebuts the EU’s assertion that it has abused its position...
There is no real return to the consumer. Microsoft reported a great finish to its 2018 fiscal year as its enterprise business went from strength to strength and I think it is clear that there is no return to the consumer on the cards. FQ4 18 revenues / EPS were $30.1bn / $1.14, comfortably ahead of expectations of $29.2bn /...
EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that it considers illegal when it comes to how Google ensures that its ecosystem is the dominant ecosystem on Android. I think the EU has completely missed the point. The bundling of Google Play with the...
Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential Phone in Halo Gray coming in at $250 (see here) just 35% of what it was selling for just one year ago. Adding this deeply discounted product to the news that the company Essential Products...
Networking industry is collateral damage. Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to do with increasing the appeal of AWS. Shares of Cisco, Juniper et al. all had a wobble on Friday as the possibility that Amazon will enter the market for network switches was floated by The...
Emmy Nominations again signal the death of cable TV. The 2018 Emmy nominations (see here) are out and for the first time, it is one of the streaming services that tops the table knocking HBO into second place. Netflix has earned 112 nominations, followed by HBO on 108 with NBC a distant third on 78. The other streaming services did...
Magic Leap’s developer video reveals the chasm between promise and reality In its latest video (see here), Magic Leap has demonstrated some of the basic characteristics of how to create content in its system but also shown just how far away the experience is from what was promised a few years ago. Magic Leap is a secretive start-up that is...
Giannandrea needs to heal Siri’s split mind. • Apple has put John Giannandrea exactly where he belongs where, in my opinion, his first task will be to fix the schizophrenia that plagues Siri that has done nothing but harm to the appeal of Apple’s digital assistant. • John Giannandrea is a Scottish computer scientist who most recently led Google’s Search...
A device whose sole aim is to advance the adoption of Office. Microsoft has launched a new device in the Surface line called the Surface Go, the sole purpose of which I think is clearly aimed at winning over the younger generation to Office 365. The Microsoft Surface Go is priced at $399, has a 10” HD screen with a...
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.
Alphabet Q2 18 – Fine? What fine?
EU issues brushed aside. Alphabet contemptuously brushed aside the regulatory gadfly when it reported excellent Q2 18 results where mobile maturity is having margin benefits. Q2 18 revenues-ex TAC / Adj-EPS were $26.24bn / $11.75 well ahead of consensus estimates at $25.55bn / $9.54. The main reason for the strong performance on profitability was a big improvement in gross margins...