Tencent needs all its regulatory expertise. Tencent’s regulatory woes look set to continue for some time to come, meaning that the outlook for the next few quarters remains difficult. Tencent...
A chink appears in Google’s iron control of Android. For the first time, there is a real threat to the dominance of the Google Play store on Android devices which...
More than a hiccup. There is little doubt that the market for virtual reality has entered the trough of disillusionment and it will take real progress on the limitations of...
A perfect balance of open and closed is required. Volkswagen has articulated exactly the right strategy to give it a shot at becoming a digital company, but if it takes...
Folding devices to offset the ravages of commoditisation. The announcement of a device with a truly flexible screen looks to have been perfectly timed as Samsung is starting to run...
Ofo’s travails will put it in Didi clutches. Ofo is facing another angry creditor, which combined with the seemingly endless bicycle graveyards in China, clearly indicates that the consolidation phase...
Short-term pain for long-term gain. While the move by the Chinese regulator is hurting Tencent badly right now, greater regulation will, in the end, work in Tencent’s favour by keeping...
Anecdotes are not data. Waymo may appear to be struggling with some of the most basic vehicle operations, but the little data that there is still suggests that it is...
Volareo is way too late to have a chance. The smart speaker market is already extremely crowded which is likely to ensure that Volareo’s offering disappears without a trace. Volareo...
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.
Apple – Under the hood.
The real action is inside the new products. The new, universally leaked, devices are pretty dull on the outside but it is what Apple has done on the inside, particularly...