Reply to this post I think shareholders will see more value by being patient. Spotify is closing in on finally doing a deal with the record labels that I think will remove the last obstacle to the company going public. Spotify and three of the largest record labels have been dancing around each other for...
Reply to this post Amazon is pre-emptively moving to keep Google out. Amazon is pulling out all of the stops to ensure that it is Alexa, rather than Google Assistant, that ends up becoming the nerve centre for controlling the smart home. In its latest move, Amazon is offering credits for AWS that are likely...
Reply to this post This time Marissa has really earned her payoff. Following the sale of the Yahoo core business to Verizon, Marissa Mayer will step down as CEO of Yahoo and will receive a severance package worth $23m. This has once again raised the issue of excessive payoffs to failed senior executives, but I...
Reply to this post Intel must break out of the mould that success has cast for it. The acquisition of Mobileye by Intel highlights both Intel’s determination not to miss the next big trend as well as the concentration of Google’s competitors around HERE. Intel will buy Mobileye for $15.4bn and merge it with its...
Reply to this post Regulations ease but liability remains. There are signs that the regulatory environment for autonomous driving is coming together but the thorny issue of liability still needs to be solved before these vehicles make it onto the roads. The California Department of Motor Vehicles (DMV) has updated its guidelines for autonomous vehicles...
Reply to this post Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its dominance in processors for the data centre, but with Microsoft deciding to port Windows Server and Azure to ARM, the threat is back. The data centre has long been the...
Reply to this post Leaks look dated but still push Google towards proprietary Android. Even if Google could quickly fix the vulnerabilities in Android that are being exploited by state sponsored hacking, it would be around 4 years before the majority of Google Android users were protected. WikiLeaks has released 8,000 pages of documents that...
Reply to this post Microsoft to Facebook could be what IBM is to Salesforce. Salesforce and IBM have announced a wide ranging partnership which will combine their two AI offerings but they will continue to sell the combined offering under two brands. At the same time IBM has announced that it will move its CRM...
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...
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.
LeEco – Electric millstone.
Reply to this post I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving up its grand plans for a 12,000 employee eco-headquarters in return for hard cash in order to give the ecosystem strategy time to succeed. Despite these radical actions, I still think that LeEco’s only chance...