Google, Amazon and Apple – Battle for the smart home pt. VII
Reply to this post Google’s race to lose. Google appears to be catching Amazon more quickly than I expected when...
Apple – Apples and oranges
Reply to this post Apple doesn’t quite reach 50%. While the finding that Apple generated over half of all revenues...
Supercell – Look east.
Reply to this post Supercell looks like it is out of ideas. Supercell has had a difficult 2017 driven by...
Baidu & Uber – Time to pivot
Reply to this post Both need to change to fare well. Baidu Baidu reported good Q4 17 results as it...
Digital Assistants – Dissociative identity
Reply to this post Siri’s fragmentation could be her undoing. Apple’s focus on devices has meant that there are multiple...
Alibaba – Offline grab pt. II
Reply to this post Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on...
Google & Microsoft – Worlds apart
Reply to this post Google and Microsoft go their separate ways. With every quarter that passes, Google and Microsoft move...
Didi & OEMs– Bikes to cars
Reply to this post Data will be the key to differentiation. If Didi does to automobiles what it has done...
Snap Q4 17 – Free parking
Reply to this post Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its...
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.
Windows on ARM – PC lite.