Reply to this post Insurance industry has no choice but to resist. While the regulatory environment is moving towards an acceptance of autonomous vehicles far more quickly than I thought, I still think that the main resistance will come from the insurance industry, despite some studies indicating to the contrary. Research from Bloomberg Industries and...
Reply to this post Sony is gifting Microsoft a big opportunity. Sony does not seem to have learned from the destruction of its personal music player business at the hands of Apple and looks to be more than happy to repeat it with its massively successful gaming business. There is no question that Sony has...
Reply to this post A valuation richer than Alibaba makes no sense. Investment banks involved in Xiaomi’s IPO have released their valuations and while they are well below $100bn, I am unable to come up with a single reason why Xiaomi should have a higher multiple than Alibaba. Put simply Alibaba is a colossus in...
Reply to this post A 238,000 recall that should cost nothing. Daimler has been ordered to recall 238,000 vehicles to fix engine control software that is related to the VW emissions scandal from 2015 which further highlights the importance of enabling over the air software updates. There is a good chance that the recall will...
Reply to this post Better late than never. The biggest move at this year’s E3 gaming conference was Microsoft which may be finally moving to address the biggest opportunity in gaming, the smartphone. In addition to 50 new titles, 15 Xbox exclusives and the acquisition of four gaming studios, Microsoft also announced that it is...
Reply to this post EU’s biggest impact could be in Africa. It looks like Google is about to receive a record breaking fine, but the EU has spent so long deliberating that its opportunity to rectify Google’s dominance of Android in Europe has long since passed. The whole issue is based around what is known...
Reply to this post Make money not headlines. Not to be outdone by the bike sharing craze in China, Silicon Valley is jumping on the e-scooter bandwagon, an idea that sounds great but has significant practical difficulties. Car sharing and ride hailing began in the West but China, with its huge biking population, was the...
Reply to this post More breakages increase pressure. The latest disclosures with regard to Facebook’s lax custodianship of user data further underpin that large Internet companies with millions of users need to take a leaf out of Google’s book and “go slower with fewer cock-ups” Facebook has been caught out yet again as it has...
Reply to this post Moving into maintenance mode. Apple’s latest platform releases focus more on keeping users and driving stickiness than they do about encouraging people to buy a new device. This is a symptom of a slowing market where hardware on last year’s devices is good enough and where no real upgrade is needed....
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.
Alibaba – Retail detail.
Reply to this post Amazon: 480 – Alibaba 600,000+. Alibaba is already streets ahead of Amazon when it comes to total business transactions and its move into retail shows that it is China where all the new ideas are happening first. Amazon has a much higher market valuation than Alibaba but when looks at the...