Google Maps or Google +? Google has at last decided to have a proper attempt at gaming but its record outside of its core competencies is not exemplary, begging the question whether this will be a Google Maps or just another Google +? Google’s Stadia offering is yet another entry into an increasingly crowded gaming market that for years has...
Deal with Hyundai Mobis is a big credibility boost for Yandex. Yandex’s agreement with Hyundai Mobis is a big endorsement for Yandex’s autonomous driving solution. This deal provides both a route to market and a milestone in overcoming the concerns related to Yandex’s Russian heritage. Yandex has signed an MoU with Hyundai Mobis that envisages the two companies working together...
Apple is a bit closer to a killer use case. The latest data from Apple’s study with Stanford University is encouraging and I think represents a step closer towards a killer use case for wearables as well as a complete disruption for the medical devices industry. In November 2017, Apple and Stanford ran a study of 400,000 users of...
The most interesting feature is the new logo It looks like Google i/o is going to be rather dull this year as tinkering with the beta has revealed that the upgrades being made to Android are becoming more and more incremental. Android Q features a cool new logo which combines both the letter Q and the number 10 (Android 10.0)...
Many years late but maybe not too late. Microsoft should be thankful that everyone else in the games industry has also made a mess of mobile meaning that, while bringing Xbox Live to mobile is many years late, the opportunity is fortunately still there. Microsoft has finally made Xbox Live functionality available for any Android or iOS game vastly increasing...
The Chinese and Apple benefit from continued intransigence. I continue to believe that the best interest of Samsung and Google would be served by Samsung giving up software and Google giving up hardware and both working much more closely together. Not much has changed in the last year but there are a few tiny glimmers of hope that reality may...
Another strategic masterstroke from Epic Games. Epic Games is showing no signs of being surprised by Fortnite’s success and has made yet another brilliant move to oust what it sees as the middlemen in the gaming industry. This latest move comes hot on the heels of its strategy to break Google’s stranglehold on app distribution (see here) and Sony’s intransigence...
There is no plan B for Huawei that will work. If Huawei receives the same treatment as ZTE (for the same infraction), then its handset business outside of China will most likely have received a terminal blow. However, I think that this outcome is extremely unlikely as I suspect that the US will use Huawei as a bargaining chip in...
The cautionary tale of bike sharing. The cautionary tale of the bike sharing companies should give the scooter companies pause for thought as I suspect that exactly the same issues will soon be affecting them. Hence, unless they do something different, the same ignominious fate awaits. Mobike which is now part of Meituan, is giving up on all of its...
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.
Renault (& Co) & Google – Keys to the kingdom pt. II.
Google’s automotive ambitions take another hit. The Renault-Nissan-Mitsubishi Alliance’s deal with Microsoft raises the question as to whether Google will have any access at all vehicle data and in my opinion deals Google’s automotive ambitions yet another blow. The Alliance has signed a deal with Microsoft to use Azure as its connected car platform starting with the Nissan Leaf and...