30% of something is better than 100% of nothing. The Renault-Nissan-Mitsubishi Alliance has signed a deal (see here) with Google that I think will see it give up 70% of...
All looks downhill from here. The 70th Emmy Awards are showing that the premium streaming services are making most of the quality entertainment these days which is only likely to...
Google still has the edge. The latest data shows that Amazon remains ahead in terms of users, but Google is closing the gap when it comes to shipments and is...
BMW plays right into Google’s hands. BMW is the latest company to jump on the digital assistant bandwagon but it has put a lot more thought into its product which...
Tencent needs all its regulatory expertise. Tencent’s regulatory woes look set to continue for some time to come, meaning that the outlook for the next few quarters remains difficult. Tencent...
A chink appears in Google’s iron control of Android. For the first time, there is a real threat to the dominance of the Google Play store on Android devices which...
Ofo’s travails will put it in Didi clutches. Ofo is facing another angry creditor, which combined with the seemingly endless bicycle graveyards in China, clearly indicates that the consolidation phase...
Short-term pain for long-term gain. While the move by the Chinese regulator is hurting Tencent badly right now, greater regulation will, in the end, work in Tencent’s favour by keeping...
Volareo is way too late to have a chance. The smart speaker market is already extremely crowded which is likely to ensure that Volareo’s offering disappears without a trace. Volareo...
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.
Amazon – The assistant’s new clothes.
Some new clothes but the same old Alexa underneath. Amazon has launched a seemingly endless array of new Alexa-enabled devices and updates which are clearly aimed at keeping the ever...