Reply to this post Intel is doing what it must to keep its position in the Data Centre. Intel has launched its attack on the field of Artificial Intelligence (AI) with a series of initiatives aimed at easing the compute load but seems to completely miss the fact that the real challenges of AI are...
Reply to this post Still a lot of work needed to realise its full potential. Tencent reported another excellent set of results but the fact that expectations are already so high meant that the numnbers felt more like a damp squib. Q3 16A revenues / EPS were RMB40.4bn / RMB 1.12 compared to consensus at...
Reply to this post Google is not resting on its laurels when it comes to AI. A vastly improved Google Translate is yet another sign of how far ahead Google is when it comes to tackling the key AI problems that need to be solved to take Digital Life services to the next level. Google...
Reply to this post There are no Greeks hiding in the wooden horse of Harman. Samsung’s acquisition of Harman is about increasing its penetration of the automobile rather than offering a sneaky challenge to the car industry. Samsung has announced that it will acquire 100% of Harman International Industries for KRW9.3bn / US$8.02bn in cash...
Reply to this post I think financial thin ice will force LeEco out of automotive. LeEco has hit a major stumbling block meaning that something has to change to prevent what could become a disastrous unravelling of its financial structure. I think that this will force it to refine its strategy resulting in the ending...
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Reply to this post I see acquisition as the endgame for both players. GoPro and Fitbit have both been hit again by the simple fact that their products are commoditising and that they have been late to generate user stickiness through the ecosystem. Fitbit reported Q3 16A revenues / adj-EPS of $504m / $0.19 compared...
Reply to this post This is the beginning of the pause I have been looking for. Facebook reported excellent Q3 16A results but it was made clear that the slowdown that I have been anticipating is now upon us. Q3 16A revenues / EPS were $7.01bn / $1.09 compared to forecasts of $6.92bn / $0.97....
Reply to this post Facebook does not intend to play second fiddle to Tencent for long. Facebook is increasing its position in gaming aiming to come at this critical Digital Life service from all angles to ensure that it ends up dominating the segment in developed markets. Facebook has launched a new app for the...
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.
Facebook – Middle age spread
Reply to this post An opportunity lurks under the image of a maturing company. Facebook continues to show all the hallmarks of becoming a maturing company but I suspect that there is another leg of very rapid growth just waiting to happen. In addition to a difficult set of results, where Facebook admitted that its...