Reply to this post Didi encounters a real growth problem. Didi is now the only credible ride hailing platform left in the Chinese market, but its problems are far from over because local Chinese governments are finally enforcing regulations designed to protect the taxi industry. In December 2016, the governments of Shanghai and Beijing approved...
Reply to this post I am pretty sure Huawei lost money in handsets last year. Huawei reported strong growth in revenues in 2016 but that growth cost it dearly as I think that the handset business lost money as it slashed prices and ramped up spending to gain market share. FY 2016 revenues grew 32%...
Reply to this post Bezels break the box but Bixby stays inside. While Samsung is bursting out of the box in pushing the limits of screen real estate, its voyage into the increasingly crucial user experience shows that it remains boxed in by smarter and better alternatives. Samsung finally launched the Samsung Galaxy s8 /...
Reply to this post I think investing in Tesla is about China, not overseas. Tesla has announced that Tencent is investing $1.8bn in a 5% stake in the company that should bring in both badly needed capital as well as serving as a way to open doors in China. Some commentators are of the opinion...
Reply to this post Its time Didi started trying to make money. With the ride hailing market in China now wide open for it, Didi has no reason to go on burning billions of dollars for the sake of growth. Consequently, I cannot see a good reason for Didi to raise $6bn as it should...
Reply to this post Google is 5,000x better than Uber at autonomous driving. Although Google is suing Uber for the alleged theft of its Lidar (key autonomy sensor) design, it does not seem to have helped Uber much as it appears to be by far the worst at autonomous driving. This is still the case...
Reply to this post Facebook will be hit much harder than Google. Although it is Google that is taking most of the heat in the current boycott of its digital display advertising, it is Facebook that is likely to be hit hardest by this problem. A series of global firms have pulled their advertising from...
Reply to this post Tencent has time as most gaming AIs are relatively simple. Tencent is finally jumping into artificial intelligence (AI) and I think that it is fortunate in that it is not very difficult to create good algorithms for the vast majority of the games that Tencent offers. Tencent has created AI Lab...
Reply to this post I see no solution to Google’s problems in Android O. Google has released a developer preview of the upcoming Android Oreo (Android 8.0) software, but I can’t see anything here that will help solve either the endemic fragmentation or Google’s chronic inability to update its own ecosystem devices (non-Pixel). The preview...
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.
Google – Meaningless milestone
Reply to this post Android’s success shows up Google’s deficiencies. Android has surpassed Windows as the No.1 platform for accessing the Internet globally, highlighting just how bad Google is at monetising Android as it remains only a small percentage of total revenues. I think that this could be a growth opportunity if Google can fix...