Reply to this post Relevant items outside the usual MWC news flow. Google – Stairway to heaven. Google as taken a small step that may herald the end of Android and the arrival of a new OS that could end the endemic fragmentation that plagues Google devices. This is a development environment called Flutter that...
Reply to this post MWC retro mania continues (except 5G). Android dullness alleviated by a banana. HMD (Nokia) has once again laid bare how dull the world of smartphones is these days with its relaunch of the 8110, better known as the banana phone. It is a re-imagining of the original device which was hugely...
Reply to this post MWC goes back to its roots. MWC has stopped wanting to be CES and is instead reclaiming its identity as a show all about phones and the boxes that connect them to the world. Sunday saw the release of 4 phones from HMD (Nokia), 3 from ZTE, 2 from Samsung, tablets...
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...
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...
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 vs. Amazon – Battle for the smart home pt. VIII
Reply to this post Google booted from the nest. The tit for tat war between Amazon and Google (which I thought had been largely resolved (see here)), has been brought back to life with the almost certainty that Google’s smart home products will no longer be sold on Amazon. This has re-emerged as Amazon has...