Reply to this post Samsung and GoPro suffer from software shortages. Samsung The best news for Samsung at CES was the failure by Huawei to close its deal with AT&T that would have seen its handsets sold by a major US operator for the first time. Huawei’s absence from the US market is a major...
Reply to this post No Planes, no trains, only automobiles. By far the strongest theme at CES 2018 is the digitisation of the automobile with drones, VR and so on fading somewhat into the background. Byton. Byton is an electric car start-up run by Europeans (ex-BMW) but financed and headquartered in China. From the very...
Reply to this post RFM’s top 5 issues likely to prevail at CES and 2018. Artificial Intelligence I expect Artificial Intelligence to get top billing again this year as the both the hype and the flow of capital show no sign of abating. Consequently, 2018 is likely to be a year of more feverish investment...
Radio Free Mobile is hanging up the microphone for the season and will return for CES in January. RFM wishes all of its readers compliments of the season and a happy new year.
Reply to this post Second blood goes to Google. Google has scored a badly needed win over Amazon as Amazon has said it will start selling Google’s Chromecast devices once again which is almost certainly a bid to get YouTube back on its devices. This is a sure sign that Amazon needs Google more than...
Reply to this post Early data indicates that there is no super cycle While it is too early to say for sure, the initial data suggests that the super cycle that the market is looking for to underpin the valuation of the shares is not occurring. Mixpanel is an analytics company that tracks user interactions...
Reply to this post FF looks certain to fail. It won’t be the last. The saga of Faraday Future may soon draw to a close, which combined with the blacklisting of its biggest investor (Jia Yueting) on China’s national debtors’ database, is a strong indication that this group will never produce a vehicle. Faraday Future...
Reply to this post Cable TV looks finished while OTA has another chance. The nominations of the Golden Globes have revealed further gains for the OTT players over the traditional content creators also signalling the coming demise of cable TV. The nominations for the 2018 Golden Globe awards have been published where the TV section...
Reply to this post Two lines of ducks are forming. With a new alliance between Spotify and Tencent and the acquisition of Shazam by Apple, the big players are getting their ducks in a row to dominate the global music industry. Spotify and Tencent Following on from Tencent’s failure to acquire the company (see here),...
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.
CES Day 2 – Similar stories.
Reply to this post Google shows the most progress at CES. Apart from automobiles, the prevailing theme at CES is one of boredom. Those looking for new trends have instead found the same stories as last year, albeit a bit more advanced than the last time that they were told. This steady progress is the...