Apple Services – The big blue.
New services a drop in a big blue ocean of hardware. In the face of stagnating hardware revenues, Apple has brushed up its services portfolio...
Apple – Hardware heroin
Apple needs 2.1bn paying subscribers to make it a services company. Apple will launch its new video service today, but it is very unlikely to...
Renault (& Co) & Google – Keys to the kingdom pt. II.
Google’s automotive ambitions take another hit. The Renault-Nissan-Mitsubishi Alliance’s deal with Microsoft raises the question as to whether Google will have any access at all...
Google gaming – Late to party.
Google Maps or Google +? Google has at last decided to have a proper attempt at gaming but its record outside of its core competencies...
Autonomous Autos – From Russia with love.
Deal with Hyundai Mobis is a big credibility boost for Yandex. Yandex’s agreement with Hyundai Mobis is a big endorsement for Yandex’s autonomous driving solution....
Medical Wearables – Inching closer.
Apple is a bit closer to a killer use case. The latest data from Apple’s study with Stanford University is encouraging and I think...
Android Q – Humdrum update
The most interesting feature is the new logo It looks like Google i/o is going to be rather dull this year as tinkering with the...
Microsoft – Better lucky than good.
Many years late but maybe not too late. Microsoft should be thankful that everyone else in the games industry has also made a mess of...
Samsung & Google – Engineering disease pt II.
The Chinese and Apple benefit from continued intransigence. I continue to believe that the best interest of Samsung and Google would be served by Samsung...
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 Q1 19 – Bad apples.