Gross margin of 6.7% is all one needs to know. Xiaomi reported what is being received as a reasonable set of results, but in my opinion, these results further highlight...
Cable cedes users to a combination of streaming and OTA. The usage of digital antennas to receive over-the-air broadcast TV is continuing to rise in yet another sign that the...
Way too early to go public. Most metrics for Qutoutiao are pointing in the wrong direction, leaving only its relatively low penetration of the Chinese market as a positive. Qutoutiao...
Lyft may be causing more problems than it should. Uber produced a quarter where revenue growth slowed and there was little sign of the profitability that would indicate that...
Hopefully, the indication of profits can become reality. Amazon produced good results making up for a revenue shortfall with profitability, raising hopes yet again that at last Amazon is at...
AI chickens come home to roost. The chickens have finally come home to roost as Facebook has guided very badly for medium term as its weaknesses in AI are forcing...
Bixby is a reason not to choose a Samsung device While all eyes will be on the Galaxy Note 9 at Samsung’s next launch event, Bixby 2.0 is likely to...
EU issues brushed aside. Alphabet contemptuously brushed aside the regulatory gadfly when it reported excellent Q2 18 results where mobile maturity is having margin benefits. Q2 18 revenues-ex TAC /...
Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but I suspect that behind closed...
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.
Magic Leap – The reality gap pt II.
Device pays the hype price. There is nothing wrong with the Magic Leap One when compared to its peers, but relative to what Magic Leap promised, the device is very...