Radio Free Mobile has taken a short break and will return on Friday, May 31st.
A hit potentially worse than Google. The loss of arm will take a long time to impact Huawei but if it ever takes effect, it is likely to have the most devastating impact on Huawei’s business. The arm processor family has become one of the most central and fundamental pieces of technology in any device that is not either a...
Any alternative to Google is an exercise in futility. Whatever alternative Huawei comes up with for Google’s digital ecosystem is extremely unlikely to be able to prevent an almost complete loss of market share in markets outside of China. Now that Huawei will no longer have access to the Google ecosystem, speculation has turned to what sort to alternative it...
Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that is going to take many more years than it expects, is likely to end in it being absorbed by one of the big OEMs. Since raising $2bn earlier this month, the shares have fallen by...
Sony takes a rare dive. Microsoft and Sony are working more closely together in a rare admission of failure from Sony that its cloud gaming and AI are simply not up to scratch. The MOU between Sony and Microsoft has been agreed at the corporate level and includes: First: Game streaming: It looks as if Sony will move to run...
The USA does Samsung a massive favour. The importance of the digital ecosystem is laid bare as the loss of the Google ecosystem is very likely to cost Huawei all of its smartphone shipments outside of China (50% of total in Q4 18 Counterpoint Research). In response to the executive order that was issued on Wednesday, Google has suspended its...
Sirius XM capitalises on OEM lethargy. Sirius XM is launching a series of services for its customers which are exactly the sorts of services the OEMs should have launched years ago in yet another sign that car makers are at risk of completely failing in digital services. Automatic (Sirius XM subsidiary) has launched an OBD-II dongle that adds connectivity to...
Samsung cannot fix the Fold’s biggest flaw. The one saving grace from the whole Galaxy Fold mess is that the biggest problem with this device category is going to hurt Huawei far more than it is going to hurt Samsung. Samsung has delayed indefinitely the launch of the Galaxy Fold while it tries to fix some of the issues encountered...
Pixel 3a may be a herald of woe. Google’s Pixel 3a is the first real test as to whether or not the smartphone has entered the realm of good enough computing. Good enough computing is the point at which hardware has reached a point where the experience is no longer meaningfully improved by further upgrades and the pace of innovation...
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.
Uber Q1 19 – Slave to the market.
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the public market in that its ability to fight for share is being hurt by its requirement to keep the market happy. It’s one consolation will be that Lyft is in exactly the same position, having...