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...
Samsung & Huawei – Nasty origami pt. III.
Samsung plays the waiting game. Samsung is still clearly struggling with the Galaxy Fold but I suspect that behind the scenes, it is waiting to...
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...
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.
Facebook – Liberation.