Reply to this post Very risky proposition leaves too little on the table. Meitu has 446m active users but its revenue comes almost exclusively from selling smartphones which is unlikely to convince investors to pay $6bn at IPO. Meitu was founded in 2008 but really came to attention with the creation of a series of...
Reply to this post Inability to automate bites Facebook again. Facebook’s problems with fake news once again demonstrates the real problems that this company has with anything complex that is not carried out by a human. During the recent presidential election, it became clear that a large number of users rely on Facebook, Twitter etc....
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...
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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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.
Handset Industry – Oranges and lemons
Reply to this post I think Apple earns between 64%-68% of industry profits, not 91%. I believe the notion that Apple makes almost all the profits in the mobile phone industry is not accurate because Apple’s handset margins are underpinned by both hardware and its ecosystem. Strategy Analytics has analysed the profits of the global...