Reply to this post Microsoft has learned from the RT disaster. The limitations of Windows on ARM are significant, but I suspect that for light...
Reply to this post Google’s race to lose. Google appears to be catching Amazon more quickly than I expected when it comes to smart speaker...
Reply to this post Apple doesn’t quite reach 50%. While the finding that Apple generated over half of all revenues in the smartphone market in...
Reply to this post Supercell looks like it is out of ideas. Supercell has had a difficult 2017 driven by its failure to release a...
Reply to this post Both need to change to fare well. Baidu Baidu reported good Q4 17 results as it has put the tribulations of...
Reply to this post Siri’s fragmentation could be her undoing. Apple’s focus on devices has meant that there are multiple different implementations of Siri which...
Reply to this post Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on the offline portion of the...
Reply to this post Google and Microsoft go their separate ways. With every quarter that passes, Google and Microsoft move further and further apart to...
Reply to this post Data will be the key to differentiation. If Didi does to automobiles what it has done to bikes, then the outlook...
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.
Spotify – Speaker’s corner
Reply to this post A smart speaker makes no sense. Job postings indicate that Spotify is jumping into hardware and, while I think that a...