Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to do with Amazon’s strategy with Whole Foods, and everything to do with the woeful state of the offline transaction experience in China. Alibaba intends to invest $2.9bn in Sun Art, a hypermarket operator which has...
Reply to this post Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s leadership in AI means that it is likely to have a better solution and will not have to materially impact the financial performance of the company to fix it. Over the last 2 years, Google,...
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which gives the company time to work out how to fully monetise the vast the community it has created. Q3 17 revenues / net income RMB65.2bn ($9.8bn) / RMB18.0bn ($2.7bn) nicely ahead of estimates of RMB61.0bn...
Reply to this post Fragmentation getting worse not better. Despite Google’s best efforts, the situation with fragmentation in Android devices appears to be materially worsening, further reinforcing the need for Google to take Android completely proprietary. Fragmentation in Android comes in two forms: First, vertical fragmentation: this refers to the number of older versions of...
Reply to this post Hacking of Face ID proves its security. The inevitable hacking of Face ID has been achieved but I think that the lengths that the hackers had to go to crack the system proves that, for all practical purposes, it is a worthy upgrade from fingerprint recognition. Vietnamese cyber security firm and...
Reply to this post At around $70bn, there should be plenty of sellers. Uber has approved a deal where SoftBank will lead a $1bn fund raising and at the same time buy around $9bn from existing shareholders which should give SoftBank a stake in Uber of around 14%. Softbank is investing at a valuation of...
Reply to this post Unit launch in 2019 is an augmentation of reality. If Apple is working on an AR headset, I think that there is no way that the technology will be ready in 2019 and that the scale of the technical issues to be surmounted will keep ARKit firmly resident on the iPhone...
Reply to this post Tencent begins to build on Supercell. Following the most difficult set of results after its IPO, Snap has conveniently announced that Tencent has taken a 12% stake in the company. This has awoken take-over speculation that I thought would not really emerge before the shares dropped below $10 and should provide...
Reply to this post Dreadful results reveal a company in disarray. Snap reported weak results that bear all the hallmarks of a small, weak player being ground into the dust by a larger, much more powerful rival (see here). Furthermore, Snap now finds itself being forced to redesign its user experience in a desperate attempt...
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.
Google – The colour purple.
Reply to this post Fuchsia could replace Android Auto and Android Wear. Google’s mysterious operating system Fuchsia is starting to take shape with the addition of a user interface as well as support for programming languages that are used to create both Android and iOS apps. What was first noticed as a few lines...