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...
Reply to this post This could be a repeat of VHS vs. Betamax. Google is adding functionality to allow Google Assistant to compete more directly with Amazon’s Alexa, but what it really needs is to offer love and support to developers of smart home products. Google’s failure to do this was visible on every stand...
Reply to this post I think Huawei would be better off doing a deal with Baidu. It looks like Huawei has decided to build its own Chinese language digital assistant to cement its recent gains at home but no matter how many bodies it throws at this task, its lack of the core raw...
Reply to this post Focusing on video first makes complete sense. I think that Facebook is making the right choice in targeting video first as it already has traction and video-based services tend to have the lowest requirements for artificial intelligence to make them easy, fun and useful. With the launch of a TV app...
Reply to this post Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside of its core search offering have proven expensive, but it appears that Baidu may be losing the stomach to endure the heavy losses required to build an ecosystem. The three assets in particular are Nuomi,...
Reply to this post Technology is there but size is miles off. While I do believe that Magic Leap is capable of producing an augmented reality experience (AR) that far outstrips anything its peers are offering, I think it is years away from fitting that technology into anything that a consumer will tolerate. The latest...
Reply to this post Trump card fails to win the trick. Despite becoming a major channel for the White House to communicate with voters, the realities of Twitter’s situation have continued to dominate its financial performance. Q4 16A revenues / Adj-EPS was $717m / $0.12 badly missing consensus at $740 / $0.23. Monthly active users...
Reply to this post VR seems only to be popular at trade shows. After a very disappointing 2016, Virtual Reality looks set to have another disappointing year in 2017 while its proponents work out how to fix the issues that keep it from being a success. The latest blow is the removal of 200 out...
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.
Yahoo & Verizon – Final execution.
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%...