Taiwan’s uncertain political status is a hot potato for the technology industry. This is because semiconductors are a crucial element in all technology products and the best manufacturer (TSMC) is...
Uncertainty is still the name of the game. Faraday Future has managed to recreate a veneer of credibility, but its plans look as unbelievable as ever making wonder whether this...
Xiaomi finds a bottom. Xiaomi has weathered Huawei’s market share gains in its home market extremely well which combined with growth in its ecosystem leads me to think that the...
Pay same. Get less. The Tesla Model 3 is a no brainer as it is almost as quick as a BMW M5 but costs the same as a mid-range...
Microsoft and Sony go in different directions. Microsoft will not be pushing VR in its next-generation console in contrast to Sony which is likely to build on the relative success...
The fuss around Fitbit data is moot. The inevitable (see here) acquisition of Fitbit by Google is creating a fuss around user wellness data but the reality is that Google,...
A superbrain that cant play Pong. There is no doubt that quantum computing has the potential to completely change the IT industry, but Google’s demonstration has really only moved it...
Coverage map lays bare the reality of millimetre waves. Verizon’s 5G coverage map in the USA (see here) shows that the only time users are going to get reception is...
Mustang Mach-E is a ray of hope. Ford may be mistaken about what electric and autonomous vehicles will do to demand for its products (see here), but the Mustang Mach-E...
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.
Netflix – Risky business pt. II
Netflix faces increasing risk for a more uncertain return. The collapse of Netflix’s movie library is continuing apace meaning that more than ever Netflix will have to depend on the...