Reply to this post E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message that would be ramping up...
Reply to this post I see a shake out with only a handful surviving. Just as in 2011 when every man and his dog was...
Reply to this post Both companies being driven by new businesses. Amazon Q1 16A. Amazon reported mighty results as Amazon Web Services (AWS) grew by...
Reply to this post There remains little opportunity for Google in China. On the back of AlphaGo’s victory over the world champion Go player, Google...
Reply to this post Facebook’s plans for Messenger follow its Asian rivals. Facebook is preparing to do much more with Messenger as the Asian examples...
Reply to this post Now the ecosystem is showing signs of strain. Things are not getting easier for Xiaomi as results from one of its...
Reply to this post The Chinese ecosystems are buying up the pieces they don’t already own. Now that growth in the home market is slowing,...
Reply to this post The new Mi5 has everything except profit. Xiaomi’s strategy of getting users on board is working but the need to make...
Reply to this post Short term gain is likely to mean long term pain. Baidu has received an offer to purchase its 80.5% stake online...
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 and Didi – Catch a ride
Reply to this post Apple’s investment looks more financial than strategic. Apple has agreed to invest $1bn in Didi Chuxing (formerly Didi Kuaidi) in a...