Reply to this post Baidu removes barriers for Alibaba and Tencent. Hot on the heels of the spin off of iQiyi, Baidu has announced the spin off of Global DU as the next move in its quest to become a focused AI company. I suspect that other assets like Nuomi.com and its app stores are...
Reply to this post Humans can run red lights, machines can’t . Mobileye has a great excuse to why its autonomous system ran a red light but when lives are at stake, excuses are not good enough. Safety is a major driver of the automotive industry which is why components are tested to breaking point,...
Reply to this post Old chestnut software problem is back. Sony is intending to change its stars by moving away from hardware towards content and services but the old software chestnut is likely to trip the company up again. Under Kazuo Hirai, Sony has had an excellent turnaround, but one that has been almost exclusively...
Reply to this post Pause while products improve. Google is catching up with Amazon in the smart speaker race, but there are signs that growth may soon grind to halt until some of the shortcomings are fixed. Data from Strategy Analytics indicates that total smart speaker shipments were 9.2m units in Q1 18 up 278%...
Reply to this post Bad guidance is worse than no guidance at all. Tencent reported Q1 18 results that beat expectations but increased my concern that Tencent has a problem with managing investor expectations which has arguably already cost the company $60bn. Q1 18 revenues / net profit were RMB73.5bn (up 43% YoY) / RMB23.4bn...
Reply to this post Facebook security stats reveal flaws. Facebook disclosed Q1 enforcement data for the first time and while it is clear that Facebook is trying very hard, there are still massive problems that need to be overcome. During Q1 2018, Facebook deactivated (and I presume deleted) 583m fake accounts, took down 837m pieces...
Reply to this post Alexa leaves Cortana out in the cold. HP’s integration of Alexa into its all-in-one PC is yet another sign that Microsoft’s Cortana is really struggling for relevance in the cut throat world of the digital assistants. HP’s new version of its HP Envy all-in-one 34” version is the first PC...
Reply to this post This could be the end of Tidal. Tidal has received allegations of serious misconduct which if proved true, are likely to spell the end of the music service. Tidal has been accused of deliberately manipulating its usage data such that albums from Beyoncé and Kanye West were massively over represented in...
Reply to this post I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in Flipkart has all the hallmarks of a defensive move to throw a spanner in Amazon’s plans for global domination. Walmart will purchase a 77% stake in Walmart for $16bn where Tiger Global, SoftBank and Accel...
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.
Samsung & Google – Engineering disease
Reply to this post Intransigence helps Apple and the Chinese. Google and Samsung both have a bad case of engineering disease that prevents them from working together in a way that I think would greatly benefit both of them. Engineering disease relates to a condition where the desire to solve technical problems and do things...