Reply to this post Devices are merely the vessels for distribution of Google’s brains. Google launched a range of devices that solve some of its most pressing problems but while their volumes remain small, they will be exhibition pieces only. All of Google’s search and intelligence has been folded into Google Assistant and I see...
Reply to this post Something new needed to make this work. Facebook has decided to have another go at classifieds but the fact that it is doing nothing new means that it is very unlikely to disrupt the current status quo in classifieds. Facebook has re-launched a feature called Marketplace that operates almost exactly like...
Reply to this post Bid frenzy offers a great exit point. Without big success in media consumption, Twitter offers very poor value to potential acquirers at $23 per share (EV $14bn) giving holders every excuse to get out. Interest around Twitter is increasing with Alphabet now also seeming to take a look at Twitter adding...
Reply to this post How society will benefit is very unclear. The ecosystem leaders have announced an artificial intelligence (AI) partnership aimed at benefiting society but the fact these players are also fierce competitors will ensure that real trust and co-operation will be difficult to achieve. Google, Facebook, Amazon, Microsoft and IBM have jointly...
Reply to this post BlackBerry finally breaks its addiction to hardware. BlackBerry reported poor Q2 17A results, but the decision to stop internal handset development buoyed sentiment allowing the shares to rise 5%. Q2 17A revenues / adj-EPS were US$352m / US$0.00 compared to consensus at US$390m / LOSS US$0.05. Within this, mobile device sales...
Reply to this post DJI is making a big gamble with the Mavic Pro. Hot on the heels of GoPro’s Karma launch (see here), DJI has launched a similar drone but I see it taking a big risk by using autonomous features as a major selling point. The Mavic Pro is both lighter and smaller...
Reply to this post Car makers sharing data is the real story. HERE has begun its strategy to increasingly automate and imrpove transport but the most impressive feature so far is the fact that the 3 owners of HERE are sharing their data with each other. Far more data than has been historically available is...
Reply to this post Snap’s new product is a mere toe in the water. Snapchat (now rebranded Snap) has launched spectacles that work in a similar way to Google Glass but try to deal with the many shortcomings of their predecessor. The new glasses are aimed to be fashionable, can capture and upload 10-30 seconds...
Reply to this post With Verizon, Yahoo likely to become irrelevant. Verizon is embarking on building an ecosystem but second rate assets are unlikely to get Verizon very far without inspirational management to make these assets shine. On top of the $3bn it is paying for Yahoo’s core business, Verizon also appears to be in...
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.
Samsung – Collision course
Reply to this post I think Viv puts Samsung back in conflict with Google. Samsung has taken a plunge into Artificial Intelligence (AI) with the purchase of Viv but this once again puts Samsung on a collision course with Google. Viv is a four-year-old AI company that was founded by the creators of Siri...