Reply to this post Google has everything to do. Google is great at getting third parties to build hardware that uses its software, but needs to work on developers of smart home devices if it wants to trounce Amazon. Following the general availability of the Google Assistant SDK that allows anyone to embed Google Assistant...
Reply to this post HERE has more potential but needs to execute. Google is upping the ante in the race to provide value-added services on top of digital maps, but with the right execution, HERE should be able to provide a much better service. In January Google launched its parking difficulty icon on Android Maps...
RFM has gone camel racing but will return to active duty on Aug 30th.
Reply to this post Adding LTE to Apple Watch is pointless. The problem with wearables that I described nearly 4 years ago (see here) of a solution looking for a problem continues to plague wearables with Fitbit struggling along, sector consolidation and even Apple seems out of ideas. If the rumour machine citing endless anonymous...
Reply to this post Bixby is hopelessly outclassed. Bixby voice only shines in the areas where Samsung has given it special access to hardware that competitors do not have. Outside of this area, Bixby is a third-rate experience that is unlikely to generate much traction especially as the vastly superior Google Assistant is just a...
Reply to this post Eats24 is an essential acquisition. GrubHub is making exactly the right moves to give it the best chance to beat its larger and much better financed rivals in the brutal food delivery business. Alongside results that broadly met expectations, GrubHub announced the acquisition of Eat24 for $288m well over double what...
Reply to this post Apple Music still making no dent. Spotify has crossed 60m paid users and while its absolute level of growth is slowing due to the law of large numbers, it is still adding paying subscribers at the very healthy rate of 2m per month. In September 2016 Spotify hit 40m, passed 50m...
Reply to this post Solid base for new product launches. Apple reported good results and guided strongly for the coming quarter stoking speculation with regards to the possible strength of the coming upgrade cycle with the new iPhones expected to be launched next month. FQ3 17A revenues / adj-EPS were $45.4bn / $1.67 slightly ahead...
Reply to this post The only likely winner in India is now Amazon. Snapdeal has ended merger discussions with Flipkart in a move that, I think, snuffs out the one chance the local players had to keep Amazon at bay. At the same time Softbank is now looking at committing $1.5bn – $2bn into Flipkart...
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.
IFA 2017 – Absent friends
Reply to this post Hardware still taking the back seat to software. This year’s IFA is more about those that are providing the software that runs the products rather than the products themselves. IFA has become Europe’s answer to CES and this year it is bigger and better than ever. However, although there is a...