Reply to this post Fragmentation getting worse not better. Despite Google’s best efforts, the situation with fragmentation in Android devices appears to be materially worsening, further reinforcing the need for Google to take Android completely proprietary. Fragmentation in Android comes in two forms: First, vertical fragmentation: this refers to the number of older versions of...
Reply to this post Hacking of Face ID proves its security. The inevitable hacking of Face ID has been achieved but I think that the lengths that the hackers had to go to crack the system proves that, for all practical purposes, it is a worthy upgrade from fingerprint recognition. Vietnamese cyber security firm and...
Reply to this post At around $70bn, there should be plenty of sellers. Uber has approved a deal where SoftBank will lead a $1bn fund raising and at the same time buy around $9bn from existing shareholders which should give SoftBank a stake in Uber of around 14%. Softbank is investing at a valuation of...
Reply to this post Unit launch in 2019 is an augmentation of reality. If Apple is working on an AR headset, I think that there is no way that the technology will be ready in 2019 and that the scale of the technical issues to be surmounted will keep ARKit firmly resident on the iPhone...
Reply to this post Tencent begins to build on Supercell. Following the most difficult set of results after its IPO, Snap has conveniently announced that Tencent has taken a 12% stake in the company. This has awoken take-over speculation that I thought would not really emerge before the shares dropped below $10 and should provide...
Reply to this post Dreadful results reveal a company in disarray. Snap reported weak results that bear all the hallmarks of a small, weak player being ground into the dust by a larger, much more powerful rival (see here). Furthermore, Snap now finds itself being forced to redesign its user experience in a desperate attempt...
Reply to this post An unaffordable outage. Snap Inc’s Snapchat service suffered a 4 hour worldwide outage that enraged its users, greatly increasing the risk of defection to Facebook’s more reliable and much larger stories service. Snap Inc. is already having a tough time competing against Instagram Stories and these sorts of events are simply...
Reply to this post For hardcore fans only. Razer has stuck to what it knows in its in launching first smartphone, but its focus on gamers means that the device looks very dated against competition in its price tier (Galaxy s8, Mate 10 Pro, iPhone 8 etc). The Razer phone sports a very average looking...
Reply to this post X hits the spot. Apple reported good results and guided strongly for FQ1 18 as it has managed to deal with some of the production problems with the iPhone X which will result in slightly better than expected shipments in FQ1 18. FQ4 17 revenues / EPS were $52.6bn / $2.07...
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.
Tencent Q3 17 – Time purchase
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which gives the company time to work out how to fully monetise the vast the community it has created. Q3 17 revenues / net income RMB65.2bn ($9.8bn) / RMB18.0bn ($2.7bn) nicely ahead of estimates of RMB61.0bn...