Gross margin of 6.7% is all one needs to know. Xiaomi reported what is being received as a reasonable set of results, but in my opinion, these results further highlight...
Cable cedes users to a combination of streaming and OTA. The usage of digital antennas to receive over-the-air broadcast TV is continuing to rise in yet another sign that the...
Way too early to go public. Most metrics for Qutoutiao are pointing in the wrong direction, leaving only its relatively low penetration of the Chinese market as a positive. Qutoutiao...
Hopefully, the indication of profits can become reality. Amazon produced good results making up for a revenue shortfall with profitability, raising hopes yet again that at last Amazon is at...
AI chickens come home to roost. The chickens have finally come home to roost as Facebook has guided very badly for medium term as its weaknesses in AI are forcing...
Bixby is a reason not to choose a Samsung device While all eyes will be on the Galaxy Note 9 at Samsung’s next launch event, Bixby 2.0 is likely to...
EU issues brushed aside. Alphabet contemptuously brushed aside the regulatory gadfly when it reported excellent Q2 18 results where mobile maturity is having margin benefits. Q2 18 revenues-ex TAC /...
Emmy Nominations again signal the death of cable TV. The 2018 Emmy nominations (see here) are out and for the first time, it is one of the streaming services that...
AI is the weakness in Amazon’s push to take on Google and Facebook. Amazon has made a habit of unsettling entire industries simply by announcing its entrance but when it...
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.
Didi – Broken panda.
Didi has its Baidu and Facebook moment. Chinese technology companies have a culture of moving fast and breaking things, and while Didi got a free pass from the regulator for...