Reply to this post Google continues to dodge the elephant. Google is having another go at cleaning up Android’s act in the enterprise, but while it continues to ignore the elephant in the room, it is unlikely to make any progress. Android’s position in the enterprise almost the exact opposite of what it has in...
Reply to this post A smart speaker makes no sense. Job postings indicate that Spotify is jumping into hardware and, while I think that a smart speaker makes no sense at all, there may be something in a device that makes dumb speakers work really well with Spotify. Spotify is recruiting operations and project managers...
Reply to this post Microsoft has learned from the RT disaster. The limitations of Windows on ARM are significant, but I suspect that for light usage and low-end prosumer purposes the devices will be good enough to occupy a niche in the market. Microsoft accidently published a list of the shortcomings of the new Windows...
Reply to this post Google’s race to lose. Google appears to be catching Amazon more quickly than I expected when it comes to smart speaker share and I think that rapid commoditisation of answering simple questions will increasingly pass the advantage further to Google. Recent research by Edison research and NPR (discussed here) found that...
Reply to this post Apple doesn’t quite reach 50%. While the finding that Apple generated over half of all revenues in the smartphone market in Q4 17 is factually accurate, I believe that it is misleading because Apple is monetising far more than just hardware. Consequently, I think a more balanced picture would be achieved...
Reply to this post Supercell looks like it is out of ideas. Supercell has had a difficult 2017 driven by its failure to release a new game but also by a shift in spending in Western markets away from gaming towards media consumption. During 2017, Supercell suffered a 14% drop in revenues to EUR1.8bn and...
Reply to this post Both need to change to fare well. Baidu Baidu reported good Q4 17 results as it has put the tribulations of the 18 months squarely behind it and is now focused on becoming the preeminent supplier of AI in China. Q4 17 revenues / EPS were RMB23.6bn ($3.74bn) / RMB15 ahead...
Reply to this post Siri’s fragmentation could be her undoing. Apple’s focus on devices has meant that there are multiple different implementations of Siri which is starting to cause problems. If the digital assistant is to become the next generation OS, then it is Google, Baidu and Amazon that are in the driving seat as...
Reply to this post Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on the offline portion of the Chinese retail market with more investments that will help it to become the dominant player in retail both online and offline. Alibaba is buying 15% investment in Beijing Easyhome Furnishing...
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.
Rovio – One trick bird.
Reply to this post Angry birds fly the coop. Rovio’s dependence on Angry Birds has been thrown into sharp relief as the fading popularity of the franchise triggered a dreadful profit warning that caused the shares to halve in value in just one trading session. Q4 17 revenue / EBIT was EUR73.9m / EUR10.4m which...