Reply to this post Data will be the key to differentiation. If Didi does to automobiles what it has done to bikes, then the outlook for the car makers in their new alliance with Didi is grim indeed. Didi, the dominant Chinese ride-hailing company has announced a broad alliance with 12 car makers to create...
Reply to this post Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its efforts to turn around the company and while these will help it to fulfil its short-term potential, the long-term and its valuation remain issues. Q4 17 revenues / adj-EPS were $285.7m / LOSS$0.13 which was...
Reply to this post Waymo’s lead shrinks to 5 to 1. Analysis of autonomous testing data submitted to the California DMV for 2017, reveals that Waymo is still out front, but GM Cruise has improved massively with Nissan holding onto its No.3 position. The best measure of an autonomous driving solution remains how often the...
Reply to this post HKSE sells out investors. In a bid not to repeat the ignominious loss of the Alibaba IPO to NYSE, the Hong Kong Stock Exchange is downgrading its listing rules that will allow public companies to ride roughshod over the interests of their shareholders. I think that it is no co-incidence that...
Reply to this post Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results where a 14.5% increase in iPhone ASPs allowed revenues to remain strong despite weakness in volume shipments. FQ1 18 revenues / EPS were $88.3bn / $3.89 beating expectations of $87.6bn / $3.85. The main driver...
Reply to this post 2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good FQ2 18 results, but the shares have been so strong recently that all the good news for the current year looks already priced into the shares. FQ2 18 revenues / adj-EPS were $28.9bn / $0.96...
Reply to this post Fluffy sentiment has nothing to do with the company. The weakness in Apple’s share price and the souring of sentiment around Apple has nothing to do with Apple and everything to do with the bulls getting overexcited about the so-called super cycle that was supposed to be driven by the iPhone...
Reply to this post The music labels strike back. It looks to me like intense lobbying by the music labels has resulted in the Copyright Royalty Board unfairly penalising the music streaming services when all along it is the labels that are mostly responsible for the “poverty” of the artists. The Copyright Royalty Board of...
Reply to this post HomePod delays have cost it dearly. The HomePod has only one advantage in a market that is rapidly becoming all about the algorithms with hardware being left to those that really know audio. The much awaited HomePod is now available for pre-order and will start shipping on February 9th At $399,...
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.
Google & Microsoft – Worlds apart
Reply to this post Google and Microsoft go their separate ways. With every quarter that passes, Google and Microsoft move further and further apart to the point where I don’t really seem them as competitors any more. (Google drive and docs excepted). The contrast between the two companies is now so stark that they are...