Reply to this post Both need to change to fare well. Baidu Baidu reported good Q4 17 results as it has put the tribulations of the 18 months squarely behind it and is now focused on becoming the preeminent supplier of AI in China. Q4 17 revenues / EPS were RMB23.6bn ($3.74bn) / RMB15 ahead...
Reply to this post Siri’s fragmentation could be her undoing. Apple’s focus on devices has meant that there are multiple different implementations of Siri which is starting to cause problems. If the digital assistant is to become the next generation OS, then it is Google, Baidu and Amazon that are in the driving seat as...
Reply to this post Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on the offline portion of the Chinese retail market with more investments that will help it to become the dominant player in retail both online and offline. Alibaba is buying 15% investment in Beijing Easyhome Furnishing...
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...
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...
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.
Supercell – Look east.
Reply to this post Supercell looks like it is out of ideas. Supercell has had a difficult 2017 driven by its failure to release a new game but also by a shift in spending in Western markets away from gaming towards media consumption. During 2017, Supercell suffered a 14% drop in revenues to EUR1.8bn and...