Reply to this post Sale of Fabric collapses Twitter’s horizons. With the sale of Fabric to Google, Twitter has essentially given up all hope of becoming an ecosystem and its growth will be totally dependent on its ability to create engagement around media consumption. This means that a blue-sky scenario for Twitter will see it...
Reply to this post Small war chest means laser sharp strategy and execution needed. Chinese real estate developer Sunac has pumped $2.2bn into LeEco to get the fledgling Chinese ecsosystem back on track, but I still think it will need to dump autos to have a chance. Sunac is buying a 8.6% stake in Leishi...
Reply to this post Something must-have has to come out of the bag at launch. Essential Products Inc. is the latest in a long line of protagonists which is aiming to have a crack at the high end of the handset market and while it knows where it should compete, I am not convinced that...
Reply to this post Valuation lifted to $5bn but still 89% below last raise. Xiaomi has supplied some details of its performance for 2016 but reading between the lines implies that it is pinning all of its hopes for 2017 on its ecosystem devices outside of phones. There is no doubt that things were tough...
Reply to this post The woeful offline experience offers a real opportunity. It looks like Alibaba is about to take a leap into the offline world as it is the lead contender to buy a struggling retail chain in China for $2.6bn. The company in question is In Time Retail Group which operates 29 department...
Reply to this post I do not see the boldness required to save Sonos Sonos has announced a change in leadership with its 14 year veteran CEO / founder John MacFarlane handing over the reigns to President Patrick Spence who joined Sonos in 2012 as COO. Patrick Spence was previously with BlackBerry in a sales...
Reply to this post Africa warning as India falls into Google’s thrall. Google is moving consolidate its growing grip on the Indian market and unless rivals act quickly, there will soon be nothing left. Furthermore, Google’s tactics in India is a sign of what it is to come in Africa providing a warning for those...
Reply to this post Winners Amazon. In my mind, the star of CES 2017 is Amazon which is beginning to show signs of doing to Google what VHS did to Betamax. Betamax was a vastly superior technology but a slick marketing campaign by JVC ensured that VHS was adopted and Betamax struggled to remain relevant....
Reply to this post IoT – everywhere and nowhere. With the press cycle already revved-up well before the official opening of CES, almost everything that is on show is a known device, tool, utensil or appliance that can now work with a smartphone. However, this is pretty much what we saw last year and it...
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.
Alphabet – Magic half
Reply to this post Half a million is good but not enough. Latest data from Wave 7 is implying that Google devices have done better than my retail survey implied, but I don’t think that it has come close to capitalising on the open goal that Samsung and Amazon left for it in Q4 16....