Reply to this post It makes no sense for Facebook to deliberately lock HTC out. Facebook has updated the firmware for the Oculus Rift that has prevented the HTC Vive from running the Oculus Rift apps. The new firmware now performs a platform integrity check to ensure that the Oculus Rift hardware is present before...
Reply to this post Tencent needs to do a little better to keep everyone happy. Tencent reported very healthy Q1 16A results as business continued to benefit from user growth in China that is now substantially outstripping a stagnant device market. Q1 16A revenues / adj-EPS were RMB32.0bn / RMB1.06 nicely ahead of consensus at...
Reply to this post Google touts its brains but once again ignores the elephant. Google launched some interesting innovations at its developer conference, but once again declined to address the elephantine problems that it has with software fragmentation and software distribution. Many of the announcements were merely bringing Google into line with competition, but what...
Reply to this post The difference between men and boys will be the brains of their toys. Developer conference season is well underway and the central theme that is emerging is a focus on making Digital Life services smarter and more intuitive. This has implications for both services to consumers created by the ecosystem itself...
Reply to this post MCX serves as a lesson to all in the ecosystem. Merchant Customer Exchange (MCX) has paid a heavy price for ignoring the fundamentals that govern whether or not Digital Live services and ecosystems will be successful. MCX is an attempt by the retail industry to break Visa and Mastercard’s stranglehold on...
Reply to this post Not ready to do what it needs most. Google will hold its annual developer this week where it will show off its latest version of Android among its other ideas aimed to keep its ecosystem thriving. Unfortunately, I don’t think that Google is ready to do the one thing that it...
Reply to this post Apple’s investment looks more financial than strategic. Apple has agreed to invest $1bn in Didi Chuxing (formerly Didi Kuaidi) in a move that I think has nothing whatsoever to do with its own efforts to design and build a vehicle (see here). Didi Chuxing is the result of a merger of...
Reply to this post Palantir’s silence will only make matters worse. Palantir is a very secretive company but the recent negative press raises valid points that need to be addressed if the gadflies are to be swatted into silence. A recent article on Buzzfeed took a look at Palantir coming to the conclusion that all...
Reply to this post I think Google will end up paying less than $1bn. Google and Oracle are at it again with Oracle asking for up to $9bn of damages as a result of Google’s alleged copyright infringement of the Java programming language. Normally this would be quite straight forward but where it gets complicated...
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.
Project Ara – The Holy Grail Pt II.
Reply to this post Different game but the rules stay the same. Google has scaled back the ambitious objectives of Project Ara (see here) to something more realistic, but to succeed it will still have to obey the four rules of the road (see here). Prior to its reorganisation, Project Ara aimed to provide a...