Reply to this post History repeats as nothing has changed. It looks as if the iPhone SE is off to a slow start indicating that the $50 price cut was not enough to prevent the history of the iPhone 5c from repeating itself. Early data from analytics firm Localytics which tracks installations of 37,000 apps...
Reply to this post Blackberry needs to rid itself of its addiction to hardware. Blackberry reported Q4 16A results where good performance from software was marred by the company’s insistence on staying in the hardware business. Q4 16A revenues / EPS were $487m / LOSS $0.03 compared to consensus estimates of $562m / LOSS $0.10....
Reply to this post There remains little opportunity for Google in China. On the back of AlphaGo’s victory over the world champion Go player, Google is renewing its charm offensivein China. Go is a very popular game in Asia and so when Google’s AlphaGo machine was able to beat the world champion 4-1, it created...
Reply to this post Steady evolution but existing issues still need fixing. Microsoft launched a series of evolutionary upgrades to Windows 10 and the devices that run it, at its /build// developer conference in San Francisco. This is the key conference that gives visibility on where Microsoft intends to take its ecosystem over the next...
Reply to this post Tidal’s only real hope lies in exclusives. Tidal has posted better than expected metrics on the 1st anniversary of its relaunch but it remains sub-scale with only one real hope of longevity. Tidal now claims to have 3m paying subscribers of which 45% (1.35m) are on its high quality (lossless)...
Reply to this post Facebook’s plans for Messenger follow its Asian rivals. Facebook is preparing to do much more with Messenger as the Asian examples are showing that much more can be done with these platforms beyond instant messaging. Digging by The Information reveals commands embedded in Messenger’s code that will enable a whole host...
Radio Free Mobile will return on Tuesday 29th March. Happy Easter.
Reply to this post Wearables are already a commodity despite unit growth. Pebble is the latest wearables company to show signs of stress as it has decided to lay off 25% of its work force. This comes hot on the heels of Apple cutting $50 (14%) off the entry price of the Apple Watch, a...
Reply to this post The breaking of Moore’s Law will make software even more important. Intel’s significant change in the rhythm of its die shrinks is the biggest indication yet that Moore’s Law is finally beginning to break down. Since before almost any of us can remember, the technology industry has been governed by the...
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.
HERE – Street of dreams.
Reply to this post Data sharing and governance must be overcome to realise the dream. It looks as if HERE is already looking beyond BMW, VW and Daimler as discussions regarding increasing the shareholder base have already been confirmed by Daimler. Microsoft and Amazon are the latest two to be confirmed but RFM research indicates...