Reply to this post Healthcare is its one and long shot. Fitbit now wants to be known as a health care company but in order to do that, it will have to offer devices that have highly accurate sensors as well a thriving ecosystem of third parties involved in health care. Fitbit has followed up...
Reply to this post Siri must fly to the cloud. Siri was the first digital assistant to hit the mainstream but Apple’s focus on privacy and the unusual way in which it has implemented Siri, has led it to fall from being the trailblazer to the also ran. This issue has really come to a...
Reply to this post Sony looks to be risk of another historic loss. Sony’s apparent refusal to allow multiplayer gaming between the PS4 and Xbox in multiplayer game Fortnite, is born from the fear of losing users and software sales but may precipitate exactly that if annoyed users vote with their feet. Sony’s history is...
Reply to this post MoviePass has to track to survive. Unless MoviePass tracks its members and is able to monetise the data that they generate, the company is almost certain to go out of business as I think that its model is fundamentally flawed. MoviePass is a service that normally costs $9.95 per month and...
Reply to this post Improvement masked by debt slip-up. Spotify will be going public in a somewhat unorthodox fashion next month, but the financial position of the company is not nearly as bad as many commentators have concluded as fundamental profitability is improving, albeit slowly. Most companies list via an Initial Public Offering (IPO) where...
Reply to this post Usage patterns of smart speakers strengthen Google’s position. Although Amazon remains dominant in terms of the installed base, the usage patterns are overwhelmingly in Google’s favour which I continue to believe will lead to its eventual victory. The latest survey by voicebot.ai reveals that 47.3m adults or 19.7% of the population...
Reply to this post 5 years to do what takes Apple 90 days. Google has released the Android developer preview for Android P (version 9.0) with a series of new features that will take about 5 and half years to fully penetrate Google’s own ecosystem devices. By contrast, it takes Apple less than 90 days...
Reply to this post OEMs promote their own demise. While the automakers are falling over themselves to appear up to date and innovative at the Geneva Motor Show, very little thought appears to have been applied to considering the consequences of their actions. I see these consequences as potentially devastating for the long-term differentiation, growth...
Reply to this post HTC Vive loses out to Oculus. While penetration of VR units in the gaming community remains pathetically low, Oculus has edged out HTC potentially spelling the end of a once great smartphone company. The latest data from Steam indicates: First, penetration: this remains very low at 0.14% of all PCs surveyed....
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.
Augmented Reality – Enterprise or bust.
Reply to this post Consumer segment remains as elusive as ever. The travails of Avegant suggest that solving the field of view issue in AR will not be enough to kick-start demand in the consumer market, raising big question marks about Magic Leap’s first product which is due to ship this year. To date, AR...