Reply to this post Even at $54bn, no shortage of sellers. While attention is focused on SoftBank’s moves to take a 13-15% stake in Uber, the deterioration of Uber’s fundamentals is a warning that its dominant position may already be slipping. Q3 17A revenues were $2.01bn up 21% compared to $1.66bn in Q2 17. However,...
Reply to this post No last hurrah for Yahoo. Despite its recent acquisition by Verizon, the decline of Yahoo’s assets seems to be accelerating, further underpinning my long-held position that Verizon substantially overpaid to acquire them. At the same, it also reinforces my opinion that Marissa Mayer’s last actions at Yahoo were by far her...
Reply to this post In mobile, China is more developed than USA. Comparing China’s Singles Day against Brown Thursday, Black Friday and Cyber Monday in USA reveals just how much more advanced the development of the mobile online consumer economy is in China. The first figures for Brown Thursday Black Friday are coming in with...
Reply to this post This is Lyft’s best chance to catch Uber. With yet another skeleton emerging to hinder Uber, Lyft is increasing its recent fund raising by $500m as I think it has realised that now is its best chance to reel in Uber. Lyft has increased its recent $1bn round that was led...
Reply to this post Vrvana unlikely to accelerate Apple’s AR. Apple’s acquisition of Vrvana is the best sign yet that it is intending to get involved in hardware for augmented and virtual reality, but Vrvana is extremely unlikely to be able to accelerate its time to market. Vrvana is a start-up based in Canada that...
Reply to this post Sonos is now just another speaker maker. Sonos has finally enabled Alexa voice control and Spotify support in its speaker systems thereby ensuring that it will now be competing purely on the quality of its hardware. The Sonos One is Sonos’ first voice-activated speaker which has received rave reviews for its...
Reply to this post Fuchsia could replace Android Auto and Android Wear. Google’s mysterious operating system Fuchsia is starting to take shape with the addition of a user interface as well as support for programming languages that are used to create both Android and iOS apps. What was first noticed as a few lines...
Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to do with Amazon’s strategy with Whole Foods, and everything to do with the woeful state of the offline transaction experience in China. Alibaba intends to invest $2.9bn in Sun Art, a hypermarket operator which has...
Reply to this post Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s leadership in AI means that it is likely to have a better solution and will not have to materially impact the financial performance of the company to fix it. Over the last 2 years, Google,...
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.
Amazon – Size 12s
Reply to this post Amazon is stomping on Microsoft’s patch. With the launch of Alexa for Business, Amazon is stomping with its size 12s all over the territory of its supposed new best friend, Microsoft and its digital assistant, Cortana. Alexa for Business is expected to be launched next week at the AWS reinvent...