Reply to this post Amazon Echo opens a market for Google Home to dominate. The Amazon Echo has sold reasonably well but I think that the device is not clever enough nor integrated enough to make it a must have product. This leaves the goal wide open for Google Home to dominate as 60% of...
Reply to this post I suspect Ola will need state intervention to survive. Ola looks to have become desperate as it appears to be pursuing a new round of funding at a valuation 40% below where it raised money just one year ago. This is just yet another sign of the malaise that has hit...
Reply to this post Back to front strategy of Surface Phone looks sure to fail. Mobile phones are a bit of a blank spot for Microsoft but 2017 is likely to see it give it another go despite the fact that Office 365’s success in iOS and Android have made this feat almost impossible. It...
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...
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...
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.
Android Security – Swiss cheese pt. IV
Reply to this post Another horrible hack that Google is powerless to address. The worst part of this latest breach is that the hackers are targeting vulnerabilities in Android that have been well known for some time which no-one appears capable of fixing. This only serves to reinforce my view that Google’s only way out...