Reply to this post Samsung should capitalise on Google’s failures. Samsung is making a lot of noise around its reimagining of the camera and AI on its new flagship Galaxy s9, but if it really wants differentiation in 2018, it would be wise to capitalise on Google’s failure to successfully launch its own products. The...
Reply to this post Escaping content is a sign of real problems. Snapchat’s move to allow content to be shared outside of its app is a sign that growth remains stagnant in the face of brutal pressure from Instagram and that it needs to expand its audience at any cost. The personal stories will all...
Reply to this post Price still likely to be the biggest decider. Microsoft, in conjunction with Lenovo and JP, has launched some hardware that is more appropriate for the Windows 10 S initiative (than the nosebleed surface laptop) but it needs to bring the price even lower to really take on Google and Chromebooks. Four...
Reply to this post The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app stores in China, Tencent has doubled down on WeChat with the intention to entice users to spend more than just the Instant Messaging portion of their Digital Lives within WeChat. At an event for developers...
Reply to this post RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei for realising that it has a problem but so far, its attempts to drive its differentiation beyond hardware are not bearing any fruit. Its latest attempt in this direction is to join together with Google...
Reply to this post Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part of daily transport, Didi has leveraged its shareholdings to ensure that user loyalty accrues to Didi rather than to its partners Ofo or Bluegogo. If successful, I think this will reduce both Ofo and Bluegogo,...
Reply to this post Nightmare on pixel street. With 4K panels now being in the mainstream, the technology discussion in the panel industry has now turned to 8K which on the surface looks like a technology with very little future. Sony, Samsung and LG all demonstrated at CES 2018 new large panels (80”+ size) featuring...
Reply to this post Google has very little chance in China. Google has made its first return to the Chinese market since 2010 but I think its new map offering is going to struggle against the better equipped and far more entrenched local rivals. Following its investment in the Chushou, a Chinese version of Twitch...
Reply to this post Facebook’s move is about securing the long-term. Facebook’s move to put its users ahead of its shareholder’s is not born from altruism, but instead reflects the need to maintain user loyalty as it transitions to becoming a fully-fledged ecosystem. In the midst of the maelstrom that was CES, Facebook announced that...
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.
India e-commerce – Last man standing
Reply to this post Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported dreadful revenue performance that almost certainly materially worsened in the last 9 months. This has rendered Snapdeal to an irrelevance leaving Flipkart as the only company with a chance of keeping Amazon out of its...