Reply to this post Digital assistant bandwagon bursting at the seams. Building a digital assistant is all the rage these days but just like app stores, I suspect that the weaker players will soon drop out once they begin to realise how difficult and how expensive it is to make a good one that...
Reply to this post Mobile Payments are going the wrong way. It appears that the usage of Apple Pay on the iPhone is now declining compared to where it was in June 2016, sending a worrying signal for the outlook for mobile payments in general. The most recent data from PYMNTS.com (see here) shows that...
Reply to this post Progression, but little excitement. While Facebook’s announcements at its developer conference were not exactly ground-breaking, it is clear that Facebook remains extremely commercial and is very focused on fixing its weaknesses. Highlights from F8 include: First augmented reality: Facebook has decided to re-focus on AR in what looks like a pre-emptive...
Reply to this post Google escapes to fight another day. Google has settled its dispute with the Russian regulator but I suspect that Google has managed to avoid having to give away its crown jewel: Google Play. According to the FAS Russia (see here), Google has agreed to: First: Google will no longer prevent the...
Radio Free Mobile has taken a few days to go camel racing and will return on Tuesday 18th April.
Reply to this post Bixby falls even before its first hurdle. Samsung’s delay in the roll-out of Bixby is a strong indication of just how far behind Samsung is when it comes to artificial intelligence reinforcing my view that the investment case still lives and dies with hardware. Despite much fanfare at the launch of...
Reply to this post Crunch time appears to be fast approaching. The LeEco proposition seems to be quickly unraveling as a flurry of bad news reinforces my view that this company only really has a chance if it dumps automotive. New blows upon the already bruised company include: Vizio: LeEco and Vizio have called off...
Reply to this post Flipkart for Snapdeal looks increasingly likely. The probability of consolidation in Indian e-commerce is creeping ever closer as Softbank, is pushing for the sale of Snapdeal to Flipkart at a valuation considerably less than the $6.5bn at which the company last raised money. I think this move makes complete sense as...
Reply to this post Spotify keeps the crown jewels to itself. In striking a deal with Universal, Spotify has traded much better than I thought it would giving the label two concessions that I think will end up being pretty worthless. Spotify has signed a licence with Universal that has three main aspects: First: Universal...
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 – An Office education.
Reply to this post Office in education sets up the future. While the education segment is still relatively small when it comes to computing, the opportunity to influence preferences of future content creators makes it a market worth putting considerable effort into. Microsoft appears to be taking 2 more steps in that direction with the...