Reply to this post Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on the offline portion of the...
Reply to this post Data will be the key to differentiation. If Didi does to automobiles what it has done to bikes, then the outlook...
Reply to this post The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app stores in China, Tencent has...
Reply to this post RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei for realising that it has...
Reply to this post Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part of daily transport, Didi has...
Reply to this post Google has very little chance in China. Google has made its first return to the Chinese market since 2010 but I...
Reply to this post Samsung and GoPro suffer from software shortages. Samsung The best news for Samsung at CES was the failure by Huawei to...
Reply to this post No Planes, no trains, only automobiles. By far the strongest theme at CES 2018 is the digitisation of the automobile with...
Reply to this post FF looks certain to fail. It won’t be the last. The saga of Faraday Future may soon draw to a close,...
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
Reply to this post Both need to change to fare well. Baidu Baidu reported good Q4 17 results as it has put the tribulations of...