Radio Free Mobile has gone skiing. Service will resume on Tuesday March 1st. (breakages permitting).
Reply to this post MWC wants to become CES but misses the importance of software. From the fairground VR ride at Samsung to the Submarine at SK Telecom and the endless devices that have nothing to do with telephony, it is clear that MWC is becoming more like CES. Samsung launched the Galaxy s7 /...
Reply to this post February 21st 2016: Radio Free Mobile updates its ecosystem monetisation model with a new slide deck. RFM research subscribers will receive their copy directly by email. Thanks to price erosion, the value of the smartphone and tablet markets are likely to decline this year. This will place even more emphasis on monetising...
Reply to this post Someone is losing a lot of money on this device. The latest sensation to hit the mobile device industry is the launch of the Freedom 251 smartphone that is retailing online for INR251 or ($3.70). The device is “made” by an Indian handset maker called Ringing Bells which is part of...
Reply to this post Flexible displays are hard to make and mostly useless. The latest innovation around flexible screens has been announced by the Queen’s University Human Media Lab in Canada which uses the flexing of the screen as a method of command input. A flexible LG OLED display has been combined with sensors and...
Reply to this post An Orwellian future beckons for Android. The news that Samsung is finally upgrading the Galaxy s6 and s6 EDGE to Marshmallow (Android 6.0) will come as little comfort to Google which continues to unable to distribute its innovations. Marshmallow and iOS9 became available at roughly the same time but Marshmallow is...
Reply to this post An example of how to make customers unhappy. The release of Kanye West’s latest album, Life of Pablo has rocketed Tidal up the Apple App. Store charts but I suspect that Tidal’s awful handling of its new customers has done more harm than good. At the time of release, Life of...
Reply to this post Short term gain is likely to mean long term pain. Baidu has received an offer to purchase its 80.5% stake online video asset Qiyi at a valuation of $2.8bn from its own CEO and chairman, Yanhong Li, and the CEO of Qiyi. Qiyi is an advertising supported online TV and movie...
Reply to this post Pandora’s only real asset is its 81.1m very engaged users. Pandora reported difficult Q4 15A results where bullish commentary by management was undermined by speculation that, behind closed doors, the company is up for sale. Q4 15A revenue / adj-EBITDA was $336.2m / $24.8m behind forecasts of $341.6m / $29.0m. 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.
MWC Day 2 – iPhone 5se.
Reply to this post The 5se needs to be something very different but it is unlikely to. The fact the two companies that make almost all of the profit in the mobile handset industry continue to shun MWC has not stopped the endless rumours and questions. Foremost of these is will the iPhone 5se push...