Note to new readers: This is part of a series on major tech companies’ Q3 2014 earnings. Prior analysis on Amazon can be seen here.

Last quarter I did a pretty deep dive on Amazon and many of its financial metrics, and specifically addressed the…

Note to new readers: this is part of a series on major tech companies’ Q3 2014 earnings. I do similar analysis each quarter for certain companies. Previous pieces on Twitter may be found here.

Since I’ve been talking to a few journalists about Samsung’s fairly dismal Q3 earnings forecast, and pointing people back to my previous pieces on Samsung, one thing that’s been coming up a lot is profitability and margins in smartphones. I thought I’d quickly jot down a…

Note for new readers: this post is part of a series on major tech companies’ earnings for calendar Q3 2014.

I’m going to link here quickly to two of my past posts on Samsung as they provide useful context which I don’t want to revisit…