Google & Huawei – Fragmentation game.
Google’s defence of Huawei is about Samsung. Google has come to Huawei’s defence using the old fragmentation argument, but I think that its real aim...
Apple – Baby driver.
Drive.ai adds nothing to Apple’s proposition. Apple certainly needs to make an autonomous driving acquisition, but whether drive.ai is the right asset and the logic...
Apple iPad OS – Pilgrim’s progress.
Apple is still pretty far from the holy land with iPad OS. Apple’s new iPad Pro OS goes some way towards improving the ability of...
Apple WWDC 19 – Nice but dull.
Apple inches its ecosystem forward. Beneath the pomp and the adoring crowd was a series of updates to its core platforms which inched the iOS...
Facebook – The long hard road
Signs of AI progress. More needed. Facebook’s ability to spot fake accounts is improving, but it is still making much longer than it should to...
Uber Q1 19 – Slave to the market.
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the...
Short Break – Back Friday May 31st
Radio Free Mobile has taken a short break and will return on Friday, May 31st.
Huawei – Disarmed
A hit potentially worse than Google. The loss of arm will take a long time to impact Huawei but if it ever takes effect, it...
Huawei – Nowhere to run pt. II
Any alternative to Google is an exercise in futility. Whatever alternative Huawei comes up with for Google’s digital ecosystem is extremely unlikely to be able...
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.
Samsung & Huawei – Nasty origami pt. III.