Didi – One app to rule them all.
Didi wisely lets in the 3rd parties. Didi’s move to open its platform to 3rd parties indicates that in China, the battle is now all...
Renault (& Co) & Google – Form over substance.
Very little substance to this agreement. Renault and Nissan have signed an exclusive deal with Waymo that signals a further fracturing of the Renault Nissan...
Samsung & Huawei – Nasty origami pt. IV.
Folding phones are now about bragging rights. The launch dates of the Huawei Mate X and the Galaxy Fold have very little to do with...
Facebook – Liberation.
Facebook takes a shot at the banking sector. Facebook has launched a digital currency platform that it hopes will succeed thanks to its pervasive...
Huawei – Nowhere to run pt. III.
Huawei enters the death spiral. Huawei has warned that its international shipments are already in free-fall which fits with RFM’s recent observations, but I...
China automotive – 2 voice race.
China likely to be first with a fully digitised vehicle. Alibaba’s partnership with foreign car makers to offer its voice assistant in the vehicles transforms...
Epic Games – Party time.
Epic embarks on a trip around the Digital Life Pie. Epic Games is not resting upon the massive success and cash generation from Fortnite...
Music streaming – Fall of the radio star.
Streaming goes after broadcast radio. Spotify has launched a radio-like product that is a niche add-on for now but if successful will challenge the existence...
Autonomous Autos – Shaken not stirred.
The shake-out begins. I suspect that Aurora will regret rebuffing VW’s attempts to acquire it as the loss of this key partner is likely to...
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 vs Spotify – Storm in a teacup.