Google increasingly at risk of losing. Walmart has abandoned Google Express dealing what is likely to be a fatal blow to Google’s attempt to challenge Amazon in the one place...
Didi in pole position but should not rush to IPO. The Mobike brand is about to disappear in yet another sign that while the sharing economy offers great deals to...
2019 will be the year of the shake-out. With a darker economic picture and shrinking access to capital, 2019 is shaping up to be a year where the donkeys (see...
Facebook must entice users not to disengage. Facebook’s future is going to be determined by whether users uncomfortable with being tracked disengage from using Facebook services. So far, the data...
Cortana offers more dead than alive. With usage at rock bottom and its Cortana leader resigned, Microsoft is clearly distancing itself and its products from the hapless Cortana which now...
Wearables to remain fossilised. Google has purchased the right to use and disseminate core IP from Fossil for $40m (stoking rumours of a Pixel Watch) but I can’t see anything...
ByteDance signals the Chinese IPO window may be closing. On top of its star service being hit with draconian regulations (see here) which will damage long-term prospects, the Chinese economy...
A losing strategy. More draconian regulations are falling upon the Chinese ecosystems that I think will kill innovation, raise costs and severely hamper China’s ambitions to lead the world in...
Interesting offerings that slipped through the cracks. Real wireless power Thanks to Apple, wireless charging using the Qi standard is now everywhere, but far more interesting is the possibility to...
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.
Facebook – The obvious move
Integration benefit overshadowed by AI. After a long 4½ year wait, Facebook is finally integrating its Digital Life services that will enable it to meaningfully improve the service that offers...