5G – Rotten race.
A race not worth winning. With Mobile World Congress just around the corner, the focus for the next week or so will be back on...
Google vs. Amazon – Stuck at 2.
Google fails again to close on Alexa. While Google is rapidly increasing the number of skills available for the assistant, it has failed to materially...
Didi – Unrealised dreams.
From revenue to cost. All is not well at Didi as a restructuring of the company is a sure sign that targets are not being...
Autonomous Autos 2018 – Rotten Apple
Waymo’s lead shrinks again to 2 to 1. Apple’s offering is awful. Analysis of autonomous testing data submitted to the California DMV for 2018, reveals...
IBM – Watson the wanderer.
Watson goes nomadic. IBM has sensibly decided to allow its AI offering (Watson) to run on the cloud offerings of its rivals as well as...
Google vs. Amazon – Battle for the smart home pt. XIV.
Amazon goes vertical. Amazon has moved to cement its grip on the smart home with the purchase of the WiFi router company Eero that should...
Huawei – Rivers of blood pt. VI.
The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles...
Epic Games – Steam pressure.
Pressure on Valve could lead to pressure on Google. Valve is resorting to underhand tactics to undermine Epic’s competition on the PC in another sign...
Spotify Q4 18 – Into the night
The labels won’t go quietly into the night. Spotify reported its first-ever profit and underscored its move into podcasts but the fall in the share...
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 vs. Amazon – Speaker stats.