Sirius XM – Pandora’s box
Paying cash would open Pandora’s box. Sirius XM has agreed to buy Pandora in a move the ensures Pandora’s long-term survival as well as gives...
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...
Google, HERE and TomTom – The gauntlet
Google throws down the gauntlet to HERE and TomTom. The arrival of Android Automotive into the vehicle in the volume segment (Renault-Nissan-Mitsubishi) is a...
Commercial vehicles – Stoking rebellion
The increasingly vexing software problem. John Deere has been locked in a battle with its customers (farmers) for several years over farmer’s rights to repair...
Renault (and Co.) & Google – Keys to the kingdom
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...
Cable TV – Sword of Damocles pt. VIII
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...
Google vs Amazon – Battle for the smart home pt XI
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...
BMW – Deferral of gratification.
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...
Apple – Under the hood.
The real action is inside the new products. The new, universally leaked, devices are pretty dull on the outside but it is what Apple has...
About Me
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.
Facebook – Pressure to perform.