Too good to be true usually is. MoviePass had admitted the inevitable (see here) and closed its doors as the harsh weight of reality has forced its backers to realise, that without monetising the data, there was no chance of success. For the movie buff, MoviePass was the best thing since sliced bread as for a single payment of $9.99,...
Huawei extends an olive or thorn branch? No one is sure what to make of Huawei’s offer to license its 5G technology to a Western (read American) player and I think it likely that this innovative attempt to solve its problems will not go anywhere. In an interview with the Economist (see here), Ren Zhengfei, founder and CEO of Huawei...
Neither option is very appealing. Uber is laying off anther 435 people as it struggles with the pressure to make money but at the same time making money will kill its growth rate and possibly further savage its valuation. Both investing for growth and losing a lot of money and cutting back on growth and focusing on profit are likely...
Only software can make it a swan. The much-leaked iPhone 11 was launched to very little surprise and a form factor that only a mother could love. The huge square camera bump is going to divide opinion as some people will love it but personally, I think the new design destroys the beautiful aesthetics of the device and has Steve...
Softbank blinks after two heavy losses. With Uber down 28% and Lyft down 38% from their respective IPO prices, it looks like Softbank has finally figured out that fake it till you make it does not work in the stock market. Softbank is now urging (see here) WeWork to pull its IPO rather than face having to write down an...
YouTube live stream is the biggest surprise. It is that time of year again (10th September, 10 am PT) and the biggest surprise is that the whole event will be live-streamed on YouTube in another sign that, Apple may be starting to abandon its isolationist attitude when it comes to its ecosystem. The new iPhones have been widely leaked and...
I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better than its biggest rival IWG, which trades at a tiny fraction of the valuation even after more than halving the mooted IPO valuation. The WeWork roadshow is about to start, and this already looks like...
It’s the boring stuff that works. As the big ambitious moonshots crash and burn, it’s the smaller, simpler and deadly dull projects that are likely to see real success in the short to medium-term. Everyone wants to hear about how AI will cure cancer or drive all our vehicles, but it is the really boring things like saving money on...
Smartphones could be obsolete before this update is complete. Android 10 (Q) becomes available today but it could be as much as 7-10 years before all of Google’s Ecosystem devices have this or a later version, meaning that smartphones could be obsolete before this update is complete. Android 10 became publicly available yesterday (see here) with much fanfare about improvements...
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.
Huawei – Nowhere to run pt. IX
Beautiful form won’t fix software shortcomings. Huawei has Apple soundly beaten when it comes to form factor design but even these beautiful looking devices are going to struggle to see any volume without the Google ecosystem. The Huawei Mate 30 launches this week and the leaked photos show a beautiful device that is going to come in 4 variants. These...