Reply to this post Late-comers have very little chance The latest craze to hit the mobile industry is digital assistants where every man and his dog is now building one to try and drive engagement through the ecosystem. LINE is the latest entrant with its offering called Clova but just like everyone else, LINE is...
Reply to this post What’s hot and what’s not at MWC. VR / AR Along with the number of drones, the number of VR units on the stands has fallen substantially compared to last year. I think that this is because last year, VR was a novelty that everyone wanted to try but interest has...
Reply to this post The taxonomy of MWC is changing Nokia has through nostalgia has created some excitement in the mobile phone industry but elsewhere the signs of maturity are everywhere. The notable fall out coming from Microsoft, Blackberry, Huawei amoung others who have substantially reduced the sizes of their stands has been replaced with:...
Reply to this post A feature phone steals the show. Huawei – Rear view mirror. Huawei launched its latest flagship the P10 and P10 plus but did not seem to be very excited about its products in a press conference that felt like it was simply going through the motions. This was exemplified by the...
Reply to this post February 23rd 2016: Radio Free Mobile launches a new product category looking at shorter topics relevant to the ecosystem. Issue No.1 deals with the usage of voice in digital ecosystems. RFM research subscribers will receive their copy directly by email. Voice is where much excitement and hype is to be found. Every ecosystem is developing a voice controlled...
Reply to this post Flipkart likely to buy Snapdeal. The latest in a series of woes that has hit the Indian e-commerce market reinforces my view that in network based businesses, there really is only space for one player to do well. This time around it is Snapdeal which is cutting costs by laying of...
Reply to this post Finally, Yahoo executes. Yahoo may have badly failed to create any value for investors in mobile, but its execution on the sale of its core business is finally generating significant value for its long-suffering shareholders. Verizon will now pay $4.48bn to acquire the core business of Yahoo a reduction of 7%...
Reply to this post It is still the long-term damage that I fear. While Samsung appears to have contained the disaster that was the Note 7, I remain concerned that the reputational damage could have an impact in market share in developed markets and especially at the high-end. Samsung has taken a massive $5.4bn hit...
Reply to this post Alibaba is going guns blazing for offline. Alibaba appears to be moving into offline retail much more quickly than I had anticipated as it is complimenting its $2.6bn bid for Intime Retail Group with a partnership with Shanghai Bailian Group which owns 4,700 stores in 200 cities in China. This is...
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.
Smart Home – Back to front.
Reply to this post Apple is losing badly despite offering the best user experience. Apple has redesigned its HomeKit website (see here) in order to generate interest around its smart home offering but despite having the best experience, it remains a very distant third in developed markets. HomeKit enables smart home devices to be controlled...