Facebook – Broken Valley pt IV.
Another move-fast service that broke. Facebook has disclosed that it has been hacked with the loss of data from about 50m of its users which...
Google and Toyota – Dominoes.
Toyota could trigger an industry cave-in to Google. It looks like Toyota (see here) is about to allow Android Auto access to the infotainment units...
Sony & Fortnite– Gritted teeth.
Sony gives in not a moment too soon. Sony has backtracked on its decision not to allow cross-platform play in Fortnite in a move that...
Facebook – Pressure to perform.
Founder exits are good news. The founders of Instagram are following the founder of WhatsApp in exiting Facebook which, in my opinion, is some of...
Sirius XM – Pandora’s box
Paying cash would open Pandora’s box. Sirius XM has agreed to buy Pandora in a move the ensures Pandora’s long-term survival as well as gives...
Amazon – The assistant’s new clothes.
Some new clothes but the same old Alexa underneath. Amazon has launched a seemingly endless array of new Alexa-enabled devices and updates which are clearly...
Google, HERE and TomTom – The gauntlet
Google throws down the gauntlet to HERE and TomTom. The arrival of Android Automotive into the vehicle in the volume segment (Renault-Nissan-Mitsubishi) is a...
Commercial vehicles – Stoking rebellion
The increasingly vexing software problem. John Deere has been locked in a battle with its customers (farmers) for several years over farmer’s rights to repair...
Renault (and Co.) & Google – Keys to the kingdom
30% of something is better than 100% of nothing. The Renault-Nissan-Mitsubishi Alliance has signed a deal (see here) with Google that I think will see...
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.
Tencent – Golden opportunity.