Reply to this post Twitter is in a better position. A poor set of maiden results highlights that Twitter is actually in a better position because although it is stuck in a niche, it remains unopposed in that niche. Management even had the temerity to laugh off the threat from its much larger and far...
Reply to this post Screens help to alleviate digital assistants’ stupidity. I think that the Echo Show is more about addressing the shortcomings of voice interaction with machines than it is about launching a series of new and exciting Digital Life services. Amazon has launched an ugly looking device called Echo Show that is effectively...
Reply to this post Deal with First Data changes the US game. Alipay has struck a deal with First Data Corp. that I think prepares the ground for Alibaba to re-enter Amazon’s home market, the US. Alibaba has already made an attempt to enter the US with 11 Main which was sold less than a...
Reply to this post The time for Google to move is now. Amazon is far from standing still in its battle to win the smart home meaning that Google really needs to pull its finger out before it suffers a defeat not unlike that suffered by Betamax at the hands of VHS. Amazon is already...
Reply to this post Windows 10 S great for schools but not for the Surface Laptop. For the education of children, Windows 10 S makes perfect sense but for college and everything else, I can’t see why anyone would want it. Microsoft held an education event this week where it launched a new version...
Reply to this post Facebook’s growth story hits a temporary bump for 2017. Facebook reported good results but once again tried to temper enthusiasm with reality by saying that overall growth this year would slow materially. Q1 17A revenues / EPS were $8.03bn / $1.04 nicely beating consensus at $7.8bn / $0.86. Advertising revenue was...
Reply to this post These days, Apple looks like an industrial. Apple reported reasonable results and in increasing both the dividend and the share buy-back program, ushered itself squarely into a new normal of pedestrian growth. FQ2 17A revenues / EPS were $52.9bn / $2.10 broadly in line with consensus at $52.9bn / $2.02. Gross...
Reply to this post Wearables are sitting in a holding pattern. Amazon, eBay and Google (Maps) have ceased supporting their apps on the Apple Watch, confirming my suspicions that while it may be novel to shop and navigate from the wrist, it is neither useful nor fun. I see this as yet another sign that...
Reply to this post Apple’s intransigence plays into Qualcomm’s hands. Qualcomm has been forced to adjust its guidance for the coming quarter after being informed by Apple that it would not be receiving any royalties for the foreseeable future. According to Qualcomm (as Apple has made no statement), Apple has ceased payment as it finds...
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.
Microsoft BUILD – The right choices.
Reply to this post Enterprise remains the focus. At Microsoft’s developer conference, it continued to emphasise its move away from being a platform for the consumption of content to one that is primarily for the creation of content. At the same time it cemented its move away from mobile with the migration of its strategy...