Engineering disease bill rises to $16bn. Doctor Porat has been able to do very little to treat Google’s chronic case of engineering disease (see here), the bill for which is...
Big tech is just fine. Apple FQ4 19 – Accessories assemble Apple reported good FQ4 19 results as wearables and services offset a less than expected decline in iPhone shipments....
Google Q3 19, Another Softbank write-down, Huawei’s UK respite. Google Q3 19 – Core drives. The rest lags. Alphabet reported good Q3 19 results that were poorly received as cost...
Nice innovations but virtually no buyers. Google held a fairly subdued affair where it launched a new smartphone, earbuds, Chromebook and a smart home offering. The AI runs everything mantra...
Peloton effectively admits it has no IP. If Peloton has to resort to a dubious lawsuit to keep competition at bay, I think it is a tacit admission that it...
Durable folding screens would take Surface to a new level. Microsoft has launched two brand new form factors (and use cases) but I think it is not releasing them until...
Google flips the kill switch on the workaround. Huawei’s imperfect, but viable, backdoor to add Google Services to its devices has been killed off by Google which virtually guarantees that...
The muddy situation resolves in Huawei’s favour. Its business as normal between Huawei and Arm meaning that Huawei’s silicon roadmap for its in-house modems and processors from HiSilicon will be...
Amazon is winning through ubiquity. Amazon certainly gets the prize for launching the most products at the same time, but with many of them clearly being wild shots in the...
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.
Google Pixel – Damage done pt. III
Yet another avoidable blunder. In what is becoming a recurring habit, reviewers have found a serious problem with the Google Flagship device that further underlines my view that Google should...