Reply to this post Siri’s fragmentation could be her undoing. Apple’s focus on devices has meant that there are multiple different implementations of Siri which...
Reply to this post Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on the offline portion of the...
Reply to this post Google and Microsoft go their separate ways. With every quarter that passes, Google and Microsoft move further and further apart to...
Reply to this post Data will be the key to differentiation. If Didi does to automobiles what it has done to bikes, then the outlook...
Reply to this post Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its efforts to turn around the...
Reply to this post Waymo’s lead shrinks to 5 to 1. Analysis of autonomous testing data submitted to the California DMV for 2017, reveals that...
Reply to this post HKSE sells out investors. In a bid not to repeat the ignominious loss of the Alibaba IPO to NYSE, the Hong...
Reply to this post Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results where a 14.5% increase in...
Reply to this post 2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good FQ2 18 results, but 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.
Baidu & Uber – Time to pivot
Reply to this post Both need to change to fare well. Baidu Baidu reported good Q4 17 results as it has put the tribulations of...