Uber has lost its soul The news of layoffs at Uber comes at a difficult time for the company which is now hostage to the whims of the fickle stock...
Still a one-product company. Apple reported good results as iPhone growth declines slowed and services continued to chug along nicely. However, I still think that ending its dependence on the...
Folding screens need to start again from scratch. There is still plenty of enthusiasm and research being put into flexible screens but until the scratch-ability issue is solved, these designs...
It is still a reprieve in name only. A statement from the US Secretary of Commerce (see here) has been interpreted by the press (see here and here) that Huawei...
I think Google’s condition may finally be treated. While the wires are already speculating on the form factor of the Google Pixel 4 due to be launched in Q4, I...
Reprieve in name only. The White House’s apparent U-turn on Huawei is unlikely to give Huawei the products it really needs and even if it did, it is quite possible...
Component loophole won’t help the smartphone business. US Hardware vendors have found a loophole that will allow them to continue selling silicon-based products to Huawei, but this will not work...
Folding phones are now about bragging rights. The launch dates of the Huawei Mate X and the Galaxy Fold have very little to do with demand or market readiness and...
Huawei enters the death spiral. Huawei has warned that its international shipments are already in free-fall which fits with RFM’s recent observations, but I suspect that there could be...
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.
Huawei – Nowhere to run pt. VII.
Mate 30 Pro won’t sell without Google. Commentators are getting excited about the leaked specifications of Huawei’s next big launch (Mate 30 Pro) but the only thing that matters is...