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...
Microsoft – The bigger threat.
Looks like its curtains for Cortana. Microsoft has received without a whimper a series of moves by Amazon that promotes its digital assistant Alexa over...
Blue Apron vs. HelloFresh – Bloody palms.
HelloFresh looks certain to crush Blue Apron. Blue Apron is in real trouble and, when compared to HelloFresh, it serves as a classic example of...
Tencent & Uber – Soul searching.
Both Tencent and Uber have some thinking to do. Uber Q3 18 Uber’s Q3 18 results show that it is not really capitalising on its...
Palm phone – Doomed experiment.
A resurrection best not practised The Palm brand (now owned by TCL) has launched a new device which is arguably more useless than cellular in...
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.
Spotify – The wrong 99.9.