Reply to this post Semis is a powerhouse with growth and margins in the 40s. Samsung reported a superb set of results driven largely by semiconductors but announced that it would not be re-organising into a holding company much to the dismay of some activists. Q1 17 revenues / EBIT were KRW50.6tn / KRW9.9tn...
Reply to this post I don’t begrudge Marissa her 5% payoff. While it appears that Marissa Mayer is being paid $200m for years of failure, I think that she has recently enriched shareholders of Yahoo by over $4bn making a 5% pay off not as unreasonable as it looks. Marissa Mayer’s tenure at Yahoo has...
Reply to this post A cautionary tale for budding entrepreneurs. While Juicero is no Theranos, it has got itself into a life-threatening mess that I suspect has come about solely because it got its business model wrong. Juicero is a Silicon Valley company that claims to offer the kind of juice purchased in a store...
Reply to this post Office in education sets up the future. While the education segment is still relatively small when it comes to computing, the opportunity to influence preferences of future content creators makes it a market worth putting considerable effort into. Microsoft appears to be taking 2 more steps in that direction with the...
Reply to this post Digital assistant bandwagon bursting at the seams. Building a digital assistant is all the rage these days but just like app stores, I suspect that the weaker players will soon drop out once they begin to realise how difficult and how expensive it is to make a good one that...
Reply to this post Mobile Payments are going the wrong way. It appears that the usage of Apple Pay on the iPhone is now declining compared to where it was in June 2016, sending a worrying signal for the outlook for mobile payments in general. The most recent data from PYMNTS.com (see here) shows that...
Reply to this post Progression, but little excitement. While Facebook’s announcements at its developer conference were not exactly ground-breaking, it is clear that Facebook remains extremely commercial and is very focused on fixing its weaknesses. Highlights from F8 include: First augmented reality: Facebook has decided to re-focus on AR in what looks like a pre-emptive...
Reply to this post Google escapes to fight another day. Google has settled its dispute with the Russian regulator but I suspect that Google has managed to avoid having to give away its crown jewel: Google Play. According to the FAS Russia (see here), Google has agreed to: First: Google will no longer prevent the...
Radio Free Mobile has taken a few days to go camel racing and will return on Tuesday 18th April.
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.
MSFT / GOOG / AMZN – Law of large numbers.
Reply to this post The big guys get bigger. Microsoft Microsoft reported slightly disappointing results where the ageing Surface Pro line slightly marred another superb performance in the cloud with Azure and Office 365. FQ3 17 revenues / Adj-EPS were $23.56bn / $0.73 compared to consensus at $23.65bn / $0.70. Office 365 passed 100m corporate...