Lyft is giving away an edge by going public. I continue to think that Lyft is shooting itself in the foot by going public, as I continue to think that the company is not ready for the harsh glare of the public market and it is giving away a big edge that it could have had over Uber. Lyft is...
Samsung is looking better than Apple. Samsung has warned that its Q1 2019 performance will miss expectations which is most likely a sign of further weakness to come at one of its biggest customers, Apple. As is usual with Samsung, this was already fairly widely known as the share price has barely moved following the announcement, but the big question...
New services a drop in a big blue ocean of hardware. In the face of stagnating hardware revenues, Apple has brushed up its services portfolio that have almost zero chance of taking up the mantle of growth from the hardware business. The new and updated services include: First, Apple TV and TV+: The new TV app is essentially a further...
Apple needs 2.1bn paying subscribers to make it a services company. Apple will launch its new video service today, but it is very unlikely to ever be big enough to wean Apple off of its long addiction to selling hardware. This new service is also unlikely to be a place where unique content is to be found and will be...
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...
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)...
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.
Meituan, Uber & Lyft – Tale of two bloodbaths.
A clear warning sign for Lyft & Uber IPOs. When I backed Meituan at its IPO as one of the more sensible listings (see here), I underestimated the lengths to which it is being forced to go to by Alibaba just to stay relevant. There is a clear read-across for investors in US ride-hailing, who I think will be better...