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 share and I think that rapid commoditisation of answering simple questions will increasingly pass the advantage further to Google. Recent research by Edison research and NPR (discussed here) found that...
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 Q4 17 is factually accurate, I believe that it is misleading because Apple is monetising far more than just hardware. Consequently, I think a more balanced picture would be achieved...
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 new game but also by a shift in spending in Western markets away from gaming towards media consumption. During 2017, Supercell suffered a 14% drop in revenues to EUR1.8bn and...
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 the 18 months squarely behind it and is now focused on becoming the preeminent supplier of AI in China. Q4 17 revenues / EPS were RMB23.6bn ($3.74bn) / RMB15 ahead...
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 is starting to cause problems. If the digital assistant is to become the next generation OS, then it is Google, Baidu and Amazon that are in the driving seat as...
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 Chinese retail market with more investments that will help it to become the dominant player in retail both online and offline. Alibaba is buying 15% investment in Beijing Easyhome Furnishing...
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 the point where I don’t really seem them as competitors any more. (Google drive and docs excepted). The contrast between the two companies is now so stark that they are...
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 for the car makers in their new alliance with Didi is grim indeed. Didi, the dominant Chinese ride-hailing company has announced a broad alliance with 12 car makers to create...
Reply to this post Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its efforts to turn around the company and while these will help it to fulfil its short-term potential, the long-term and its valuation remain issues. Q4 17 revenues / adj-EPS were $285.7m / LOSS$0.13 which was...
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.
Windows on ARM – PC lite.
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 usage and low-end prosumer purposes the devices will be good enough to occupy a niche in the market. Microsoft accidently published a list of the shortcomings of the new Windows...