Apple – Under the hood.
The real action is inside the new products. The new, universally leaked, devices are pretty dull on the outside but it is what Apple has...
Tencent – Game off.
Tencent needs all its regulatory expertise. Tencent’s regulatory woes look set to continue for some time to come, meaning that the outlook for the next...
Google – Warning shot.
A chink appears in Google’s iron control of Android. For the first time, there is a real threat to the dominance of the Google Play...
Virtual Reality – Steep decline
More than a hiccup. There is little doubt that the market for virtual reality has entered the trough of disillusionment and it will take real...
VW – Balancing act
A perfect balance of open and closed is required. Volkswagen has articulated exactly the right strategy to give it a shot at becoming a digital...
Samsung – Optimistic Origami
Folding devices to offset the ravages of commoditisation. The announcement of a device with a truly flexible screen looks to have been perfectly timed as...
Bike sharing – BATmen again
Ofo’s travails will put it in Didi clutches. Ofo is facing another angry creditor, which combined with the seemingly endless bicycle graveyards in China, clearly...
Tencent – Helpful regulation.
Short-term pain for long-term gain. While the move by the Chinese regulator is hurting Tencent badly right now, greater regulation will, in the end, work...
Autonomous autos – Data shortage
Anecdotes are not data. Waymo may appear to be struggling with some of the most basic vehicle operations, but the little data that there is...
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.
BMW – Deferral of gratification.