Reply to this post Uber bails from another fight it was not going to win. Yandex and Uber are merging their ride hailing businesses in Russia and surrounding countries but it is clear to me that the real winner here is Yandex that has managed to send Uber home with its tail between its legs....
Reply to this post Management does not have the luxury of choice. Poor monetisation strategy and a lack of fiscal discipline is likely to ensure that SoundCloud ends up being forcibly acquired by one of its rivals when it finally runs out of money. From looking at the contenders, I think Google Music looks like...
Reply to this post Twitter remains by far the better choice Reality is beginning to set in for Snap Inc. but I think that the shares still have some distance to go before there is an opportunity to snap up a bargain. A major downgrade by one of its underwriters taking the target price from...
Reply to this post Regulatory enforcement makes life even harder for the foreigners. . China appears to be on a path to plugging the leaks in the Golden Shield Project (aka The Great Firewall of China (GFW)) which is likely diminish to almost zero the small presence that Google, Facebook and so on have managed...
Reply to this post Xiaomi is back but ecosystem nowhere to be found. A monster quarter has brought Xiaomi back into contention as a major player in the smartphone industry but this recovery needs to be more than just a product cycle for it to stay there. In a letter to employees, CEO Lei Jun...
Reply to this post Samsung heading for No. 1. A truly mighty performance from Samsung puts it well on track to promoted to being the largest semiconductor company in the world by revenues this year. Samsung has reported preliminary results for Q2 17 with revenues / EBIT expected at KRW 60tn / KRW 14tn nicely...
Reply to this post Here comes another bloodbath. Another battle is brewing over ride hailing but the fact that it is bicycles rather than cars will make no difference to the blood-letting that is likely ensue. The big contenders in this space are both Chinese, headquartered in Beijing comprising of Mobike backed by Tencent and...
Reply to this post The software / AI demon remains un-exorcised. Samsung is continuing to dominate hardware but once again its shortcomings in software and particularly artificial intelligence (AI) are laid bare for all to see. In March, Samsung launched the excellent Galaxy s8 and with it a personal assistant called Bixby that was supposed...
Reply to this post Another day, another home assistant. Alibaba is moving to launch a home speaker, much like Amazon Echo, that should direct users to its e-commerce services but I suspect that if it teams up with Baidu, it will launch a better product The obvious intention is to make it even easier for...
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.
Baidu – Talking machines.
Reply to this post The way in China is wide open for Baidu. Baidu’s strategy around its AI platform and its Duer OS has become clearer and with the support of a large number of chip vendors, it is in pole position to be a major player in smart connected devices in China. DuerOS is...