Volvo & Ericsson – Scroogled?
Google’s automotive deals may be coming unstuck. Volvo and Ericsson have signed a 5-year digital automotive deal that leaves me wondering whether all the fanfare...
Samsung vs. Huawei – Rivers of blood pt. V.
Samsung needs hardware differentiation more than ever. I think Samsung is undergoing a flurry of display innovation with its Infinity-O screen and it’s new folding...
Autonomous driving – Trouble at the top.
The rest must be in a real pickle. Waymo is taking a step backwards in terms of the commercial readiness of its autonomous driving offering...
Spotify – The wrong 99.9.
99.9% of India will be free not $9.99. Hopes of edgy investors are being raised by the notion that Spotify is now in a position...
Fixed Internet – Creeping obsolescence.
A Small light at the end of the 5G tunnel. The latest data confirms what RFM’s Digital Life Pie has been indicating for some time:...
E-commerce – Chinese kingdom.
There is only one king of e-commerce. Amazon may have a higher market capitalisation than Alibaba but when it comes to the amount of business...
Facebook – Broken Valley pt. VI.
For once, I agree with Facebook. Facebook has been hit with a fine from a UK regulator over the Cambridge Analytical issue which I think...
Google Pixel – Damage done pt. II.
Google is still not a hardware company. Unnecessary problems with the latest Pixel device are a repeat of the issues that hampered the appeal of...
Xiaomi Q3 18 – Can carrier.
Internet Services can’t carry the can. Xiaomi reported good results but remains so dependent upon hardware from which it intends to limit its profitability, that...
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.
Google DeepMind – Genetic origami