Reply to this post OTA broadcast given a second chance. While Netflix and Amazon continue to make inroads into the cable TV subscribing population, the old dinosaur of over-the-air (OTA) broadcast seems to be winning a second lease of life. Over the last 4 years I have been very negative on the outlook for broadcast...
Reply to this post OnePlus’ slip serves as a warning. BBK Electronics is fortunate that OnePlus is one of its marginal brands as a gaffe of this size at Oppo or Vivo could have done real damage. OnePlus is a subsidiary of Oppo which in turn is owned by BBK Electronics (like Vivo) and has...
Reply to this post Now is the best time to clean house. Samsung’s chip business has driven yet another mighty set of results making it the perfect time to deal with all of governance issues that continue to plague the company. Q3 17 revenues and EBIT are expected to be KRW62.0tn / KRW14.5tn slightly ahead...
Reply to this post VR & AR still miles from being properly ready. Facebook has launched a wireless VR headset that appears to be very similar to Oculus Gear which addresses a gap in its portfolio but does nothing to alleviate the issues that keep VR a niche segment. At the same time Apple has...
Reply to this post Alice needs a hardware home. Yandex has jumped on the digital assistant bandwagon but with its history, it should be able to produce by far the best product for the Russian speaking market. However, it will be unable to serve the majority of use cases without hardware to carry it into...
Reply to this post iPhone X unlikely to produce the needed super cycle. Expectations for the iPhone X are at fever pitch and I think that a super cycle is now required to prevent a sell-off in the shares. iPhone X is the first substantial revision to the design of the iPhone since the launch...
Reply to this post Google is the big winner from Windows Phone’s demise. Microsoft has admitted that Windows 10 on mobile is no longer a focus finally putting to bed any hope (however tiny) that Android handset makers had to escape from Google’s clutches. Their only hope now is that the EU forces Google to...
Reply to this post Amazon gets the best of it for now. Amazon looks to be the main beneficiary of the co-operation between Amazon and Microsoft which will see Alexa offer access to Cortana and vice-a-versa. Amazon and Microsoft are working on a co-operation where Windows 10 users will be able to get Cortana to...
Reply to this post Clever devices are useless without volume. Behind the carefully orchestrated event was a series of strategies aimed at driving penetration of devices which to date have been very disappointing. Google made up for slightly below par hardware by maximising its leadership in AI to provide best in class functionality as well...
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.
Microsoft, Huawei & ZTE – Hardware heaven?
Reply to this post 3 big leaps but with potentially with fatal flaws? Microsoft, Huawei and ZTE have both expanded their hardware ambitions but I question whether enough attention to details has been paid to really make these products really successful. Microsoft Surface Book 2 Microsoft has launched a worthy successor to the Surface Book,...