Facebook – De-Binged
Facebook shows the critical nature of optimised experiences. Facebook’s decision to remove Bing is very unlikely to be a sign...
Sony vs. Microsoft – Danger zone.
Sony’s advantage already looks to be at risk. Microsoft’s efforts to make up for the disastrous launch of the Xbox...
Xiaomi vs. Ericsson – Bloody bandwagon.
Patent royalties will pressure margins further. Xiaomi has hit a road block in India as some of its products have...
Ecosystem economics – Cash triumvirate
A third way to monetise may be about to emerge. Microsoft’s pricing scheme for Windows 10 has yet to be...
LGE – Harsh reality
Only volume can improve profitability. LG’s latest moves show all the signs of a company that has come to terms...
Alibaba – Early days
Alibaba is on the right path with Yun OS. Alibaba is a giant in the e-commerce space but it has...
iOS vs. Android – Too many cooks.
Google must take control to improve the experience. Despite being available for just over one month, adoption by the Android...
Samsung – The wrong switch
Potential reshuffle fails to fix the problem. It looks as if it’s the head of sales and marketing who is...
Apple vs. Google – The big trade
Replacing Google as default for search is a big trade off. If Apple’s deal with Google for search is due...
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.
Xiaomi – Reality Check Pt II