If you can’t beat them, join them. Sony’s investment in Epic Games finalises the end to any ecosystem that it intended to build and from here on we are going...
The AR field continues to narrow. Bose’s journey outside of its core audio business has come to an end with the closure of its Augmented Reality (AR) business in another...
A return to the public market is now more likely. Arm’s restructuring is either signalling a rapid return to the stock market or no return at all. I suspect the...
Semiconductors pull a blinder. Samsung has indicated that it has had a good Q2 2020 almost certainly because the stay at home trend has continued to productivity electronics and data...
Little suffering from the current ban. The notion that the current ban in India is going to cost ByteDance $6bn in revenues sounds to me like a piece of 3rd...
Subscription features is a risk worth taking. BMW’s potential move to feature subscription has some problems but if this pushes BMW towards having a relationship with its users, it may...
Byton’s trouble is an opportunity for others. One of my favourite electric car makers is in the kind of trouble from which it may not recover which I think spells...
Ban is meaningless without further action. India’s banning of 59 Chinese apps including TikTok and WeChat is a ban that will have very little effect without further government action making...
Google has another go at AR. It looks like Google is in the final stages of agreeing the acquisition of North, one of the more interesting augmented reality (AR) companies,...
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.
Huawei –Nowhere to run pt. XIX.
The UK extracts its pound of flesh. The protestations of the UK operators against the Huawei ban is likely to fall on deaf ears as their claims are questionable and...