Apple signals the way ahead is less predictable. Apple reported excellent FQ4 18 results but guided weakly for FQ1 19 which combined with Apple putting an end to disclosing unit...
Apple benefits but Android suffers. The result of huge increases in device prices is now being felt as data from the US indicates that iPhone users, in particular, are holding...
Even at $15 per unit, the impact is catastrophic. Google’s price list for its apps minus Chrome and Search is an indication that the economics of the EU remedy are...
Must-have, not me too needed to survive. The clue to a recovery for Essential Products Inc. is in the name but so far, none of the rapidly diminishing workforce appear...
$25 per unit will shatter what little profitability there is. Google is set to change its licensing practices in Europe such that Google apps will be unbundled from both Google...
Verticalisation remains the way forward for now. Apple’s verticalisation continues with its semi-acquisition of Dialog Semiconductor making a lot more to unravel when the iPhone bandwagon finally grinds to a...
Google seems to be going for engagement, not shipments. Google’s new features are almost all software based and the fact that many of them will be rolling out to older...
WhatsApp interoperability is a glaring omission. Facebook has launched its first piece of hardware which aims to drive engagement with Facebook’s Messenger platform but its lack of interoperability with WhatsApp...
Toys for workers. Microsoft has given its Surface line-up a badly needed refresh and is having a go at Bose and Sony with the launch of Surface Headphones. Of the much-anticipated...
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.
CES 2019 – Optimistic origami pt. II
If you fold it, will they come? With most major announcements now out of the way before CES 2019, the folding screen is positioning itself to be the biggest theme...