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...
Autonomous Autos – Dark horses.
Reply to this post Waymo’s lead shrinks to 5 to 1. Analysis of autonomous testing data submitted to the California...
Corporate governance – Caveat emptor.
Reply to this post HKSE sells out investors. In a bid not to repeat the ignominious loss of the Alibaba...
Apple & Amazon – Mixed bag.
Reply to this post Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results...
Microsoft & Facebook – 2 good runs.
Reply to this post 2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good...
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.
Baidu & Uber – Time to pivot