Reply to this post Improving monetisation underpins mighty numbers. Alibaba reported very strong FYQ1 16A results as a very good performance in e-commerce was enhanced...
Reply to this post LeEco looks more like Samsung than Apple. LeEco is rapidly assembling the pieces that it needs to create a global digital...
Reply to this post Uber exits China. Didi will become the one. Hot on the heels of the legalization of ride hailing in China,...
Reply to this post The best option is to sell itself to China. There are further signs that Cyanogen is in trouble as it is...
Reply to this post Huawei flat-line passes advantage to Samsung. The first indications for the smartphone market in Q2 16A are pointing a loss of...
Reply to this post Patience pays off for Alibaba in the hunt for an app store. Alibaba has announced that it has agreed to...
Reply to this post YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...
Reply to this post Huawei’s software has a better chance in China. Huawei is making the right initial moves in order to maximise...
Reply to this post Integration with China not critical but it is elsewhere. Tencent has announced that it is leading a buyout of Supercell but...
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.
Xiaomi – Reality check pt V.
Reply to this post Falling revenues reduces valuation to $3.6bn (92% below last raise). Xiaomi has slipped to number 3 in its home market which combined...