The laws of physics reassert their supremacy. Verizon has been forced to ditch the $10 premium that it charges customers to access the 5G network as the performance delivered is...
Project Fear fails to reflect reality. Until users vote with their feet, criticism of Facebook’s business practices is irrelevant. A cracking set of results further dispel the notion that the...
The switch to DAU hides reality. Twitter reported good results as its actions to stimulate engagement began to bear fruit but any notion that this is a return to long-term...
Pony’s pilot highlights everyone’s problems. The launch of Pony.ai’s 1st live pilot looks great but digging into some of the details reveals that, just like everyone else, Pony.ai is plagued...
Japanese investors have a bad case of FOMO syndrome. Fear of missing out (FOMO) is the only rational reason I can come up with for why Toyota and Denso would...
Huawei’s issues are likely to be just as bad. It looks like the majority of the screen failures on the Galaxy Fold are user errors but there are still enough...
Tesla’s bold claims do not hold up to scrutiny. Elon Musk has made some pretty bold claims on Tesla’s behalf regarding the state of its autonomous driving solution but with...
Ultimately, the pressure proved too much for Apple. Apple and Qualcomm have settled their long-running dispute (see here) over patent royalties and chipsets in what looks to me to be...
Investors will now pay the price of allowing poor governance. The move to oust Mark Zuckerberg will almost certainly fail in the strongest signal yet that companies with uneven share...
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.
Samsung vs. Huawei – Fatal fragility
Mate X unlikely to launch on time. The timing of Samsung’s inevitable (see here) delay of retail availability of the Galaxy Fold will be short-lived as while the Huawei’s Mate...