Any alternative to Google is an exercise in futility. Whatever alternative Huawei comes up with for Google’s digital ecosystem is extremely unlikely to be able to prevent an almost complete...
The USA does Samsung a massive favour. The importance of the digital ecosystem is laid bare as the loss of the Google ecosystem is very likely to cost Huawei all...
Bike sharing has descended into a game of chicken. Hellobike is raising $500m into a suicidally difficult market where its main competitors are either flirting with bankruptcy or have been...
Pony.ai & Baidu can do what Waymo apparently cannot. While Beijing is keeping the important autonomous driving data close to its chest, what is available suggests that Pony.ai is the...
A clear warning sign for Lyft & Uber IPOs. When I backed Meituan at its IPO as one of the more sensible listings (see here), I underestimated the lengths to...
The cautionary tale of bike sharing. The cautionary tale of the bike sharing companies should give the scooter companies pause for thought as I suspect that exactly the same issues...
From revenue to cost. All is not well at Didi as a restructuring of the company is a sure sign that targets are not being met which is certain to...
The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles that could completely destroy almost...
Didi in pole position but should not rush to IPO. The Mobike brand is about to disappear in yet another sign that while the sharing economy offers great deals to...
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.
Huawei – Disarmed
A hit potentially worse than Google. The loss of arm will take a long time to impact Huawei but if it ever takes effect, it is likely to have the...