Music Streaming – Wrong villain.
Reply to this post The music labels strike back. It looks to me like intense lobbying by the music labels...
Apple – Battle for the smart home pt. VI
Reply to this post HomePod delays have cost it dearly. The HomePod has only one advantage in a market that...
India e-commerce – Last man standing
Reply to this post Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported...
Samsung & Google – Unlikely opportunity
Reply to this post Samsung should capitalise on Google’s failures. Samsung is making a lot of noise around its reimagining...
Snapchat – Content blues
Reply to this post Escaping content is a sign of real problems. Snapchat’s move to allow content to be shared...
Microsoft – S for school pt. II.
Reply to this post Price still likely to be the biggest decider. Microsoft, in conjunction with Lenovo and JP, has...
Tencent – Age of empires.
Reply to this post The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app...
Huawei – Really Convincing Story, Not.
Reply to this post RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei...
Didi – In the saddle.
Reply to this post Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part...
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.
Apple – Fluff ‘n’ stuff.