Reply to this post This could be the end of Tidal. Tidal has received allegations of serious misconduct which if proved true, are likely to spell the end of the music service. Tidal has been accused of deliberately manipulating its usage data such that albums from Beyoncé and Kanye West were massively over represented in...
Reply to this post I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in Flipkart has all the hallmarks of a defensive move to throw a spanner in Amazon’s plans for global domination. Walmart will purchase a 77% stake in Walmart for $16bn where Tiger Global, SoftBank and Accel...
Reply to this post A rather subdued affair. Android P offered up such marginal improvements that Google was forced to rely on previews of long-term work in progress to generate any meaningful wow factor. As has become customary, Google ignored the really important issues with its Android operating system and instead rolled-out a series of...
Reply to this post Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class offerings for enterprises and knowledge workers in a session that demonstrated its lead in corporate AI services but further highlighted to me how slow the pace of AI development really is. Microsoft’s offering is based...
Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the year to come as its investments in offline retail begin to contribute to revenues. However, this does come at a cost as offline retail is unlikely to ever match the profitability of Alibaba’s online market...
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of the mooted $100bn IPO valuation. Xiaomi has filed for its IPO in HK meaning that real numbers can be applied to the valuation logic that I applied in part I...
Reply to this post Only scale slows growth. Spotify reported maiden results that met expectations but disappointed the speculators who have driven the stock up since the IPO on the hope that a rabbit would be pulled out of the hat. As a result, some of the speculative premium was lost as these investors are...
Reply to this post Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services which helped divert attention away from the lacklustre growth of the iPhone as the smartphone market stagnates. FQ2 revenues / EPS were $61.1bn / $2.73 slightly beating expectations of $59.9bn...
Reply to this post Google alliance shutters ecosystem aspirations. With one stroke of the pen, Fitbit has most likely consigned itself to becoming yet another long-suffering hardware maker hanging off Google’s apron strings. Fitbit has entered into an alliance with Google where Fitbit will use the Google Healthcare API to get access to the health...
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.
Amazon – Size 12s pt. II.
Reply to this post Alexa leaves Cortana out in the cold. HP’s integration of Alexa into its all-in-one PC is yet another sign that Microsoft’s Cortana is really struggling for relevance in the cut throat world of the digital assistants. HP’s new version of its HP Envy all-in-one 34” version is the first PC...