Baidu – Lower barriers
Reply to this post Baidu removes barriers for Alibaba and Tencent. Hot on the heels of the spin off of...
Autonomous Autos – Double vision
Reply to this post Humans can run red lights, machines can’t . Mobileye has a great excuse to why its...
Sony – Old chestnut
Reply to this post Old chestnut software problem is back. Sony is intending to change its stars by moving away...
Smart speakers – Pregnant pause
Reply to this post Pause while products improve. Google is catching up with Amazon in the smart speaker race, but...
Tencent Q1 18 – Expectations management
Reply to this post Bad guidance is worse than no guidance at all. Tencent reported Q1 18 results that beat...
Facebook – The thin ice
Reply to this post Facebook security stats reveal flaws. Facebook disclosed Q1 enforcement data for the first time and while...
Amazon – Size 12s pt. II.
Reply to this post Alexa leaves Cortana out in the cold. HP’s integration of Alexa into its all-in-one PC...
Music streaming – Tidal wave
Reply to this post This could be the end of Tidal. Tidal has received allegations of serious misconduct which if...
Indian e-commerce – Play defence.
Reply to this post I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in...
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.
Samsung & Google – Engineering disease