WhatsApp – Money money money.
Advertising is not the way to monetise Instant Messaging. Facebook has abandoned its plans to monetise WhatsApp through advertising which if its peers are anything...
China vs. USA – Trade not tech.
Trade war may end but tech rivalry is just beginning. Despite an easing of tensions on the trade front, it is clear that while the...
SoftBank & OYO – The gathering storm
OYO is another blackeye in waiting. SoftBank’s flagging reputation may be about to take another hit as another of its flagship investments has hit difficulties...
Google – Under the rug
Choice of search engine makes little if any difference. Google choose an opportune time to publish what could have been seen as bad news but...
CES 2020 – Last word
Reality was the real theme at CES 2020 Back to reality The week started with its usual bunch of glitzy press conferences from the big...
CES Day 4 – Floor stories pt. II.
VR, AR & XR There is a big reduction in the number of offerings present at the show this year. Many commentators are of the...
CES Day 3 – Floor stories
Alexa goes endgame, Chinese disguise & HERE. Google vs Alexa – White suit brigade At a high level, it looks like Google has almost given...
CES Day 2 – The little guys.
The action at CES is all with the small companies. Big guys are short of ideas. The big press conferences where the all the queues...
CES Day 1 – Hot, cool & mad.
Byton – Still needs to address the elephant. Byton didn’t have new cars but it had plenty of new partners, a production-ready vehicle and some...
About Me
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.
Apple – Edge issues