Apple decides the roll-out time table. While Qualcomm is busy setting the scene for 5G with its latest silicon releases, it is Apple (and to some degree Samsung) that is going to determine the real time-table for 5G getting into the hands of users. This is because Apple will sell millions of the next generation of iPhone meaning that if...
Dare I hope that BMW is beginning to see the light? BMW’s move to make access to CarPlay free in its vehicles gives me a little confidence that BMW is beginning to realise that its digital future depends on user engagement with the infotainment unit. Following the launch of CarPlay BMW reluctantly made it available in its vehicles but then...
Netflix faces increasing risk for a more uncertain return. The collapse of Netflix’s movie library is continuing apace meaning that more than ever Netflix will have to depend on the hit and miss content creation business for its future growth. This basically changes Netflix from being a distributor of content into a creator of content and it is on that...
Uncertainty is still the name of the game. Faraday Future has managed to recreate a veneer of credibility, but its plans look as unbelievable as ever making wonder whether this recovery is just skin deep. For such a young company, Faraday Future (founded in 2014) already has a long and chequered history meaning that anything it does from here will...
Xiaomi finds a bottom. Xiaomi has weathered Huawei’s market share gains in its home market extremely well which combined with growth in its ecosystem leads me to think that the shares have pretty much found the bottom. Q3 19 results were encouraging with weakness in smartphones being offset by strength in its other consumer electronics products. Smartphone shipments fell by...
Pay same. Get less. The Tesla Model 3 is a no brainer as it is almost as quick as a BMW M5 but costs the same as a mid-range 3 series but the same cannot be said for the Cybertruck. The $100 refundable deposit has ensured that the pre-order numbers are big, but as a utility vehicle, I don’t...
Microsoft and Sony go in different directions. Microsoft will not be pushing VR in its next-generation console in contrast to Sony which is likely to build on the relative success that it had with PSVR on PS4. For once both of these strategies make sense and relate to their specific circumstances. Microsoft: has had no presence in VR and did...
The fuss around Fitbit data is moot. The inevitable (see here) acquisition of Fitbit by Google is creating a fuss around user wellness data but the reality is that Google, to all intents and purposes, already had it. The news is full of users abandoning their Fitbit devices and deleting their accounts as they do not want their wellness data...
A superbrain that cant play Pong. There is no doubt that quantum computing has the potential to completely change the IT industry, but Google’s demonstration has really only moved it just ahead of nuclear fusion in terms of practical reality. 2 months ago (see here) Google made the bold claim that it had reached quantum supremacy which to the layman...
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.
Tesla – Subscription blues
Tesla does not need to acquire users. While Tesla might just get away with charging for data and services, I think that the rest of the industry will have to tread very carefully when going down this route as I think the example of BMW shows (see here). Tesla’s deadline for charging users for data and services came and went...