Samsung plays the waiting game. Samsung is still clearly struggling with the Galaxy Fold but I suspect that behind the scenes, it is waiting to see how the situation for...
Google’s defence of Huawei is about Samsung. Google has come to Huawei’s defence using the old fragmentation argument, but I think that its real aim is to prevent Samsung from...
Drive.ai adds nothing to Apple’s proposition. Apple certainly needs to make an autonomous driving acquisition, but whether drive.ai is the right asset and the logic of pursuing autonomous driving at...
Apple is still pretty far from the holy land with iPad OS. Apple’s new iPad Pro OS goes some way towards improving the ability of the iPad to perform like...
Apple inches its ecosystem forward. Beneath the pomp and the adoring crowd was a series of updates to its core platforms which inched the iOS ecosystem forward but, in reality,...
Signs of AI progress. More needed. Facebook’s ability to spot fake accounts is improving, but it is still making much longer than it should to detect these bad actors and...
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the public market in that its...
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...
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...
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.
Autonomous Autos – Shaken not stirred.
The shake-out begins. I suspect that Aurora will regret rebuffing VW’s attempts to acquire it as the loss of this key partner is likely to make life very difficult for...