Reply to this post Home is where the heart is. Essential Products is clearly struggling with its Essential Phone which I think will probably lead to it ending up focusing on the smart home only. Essential Products Inc. has used the only competitive weapon it ever really had and has cut the price of its...
Reply to this post A breakthrough that Facebook badly needs. Google DeepMind has reported substantial progress on one of the big three challenges of AI which is exactly what Facebook desperately needs but is unlikely to achieve anytime soon. DeepMind has been able to build a new Go (AlphaGo Zero) algorithm that relies solely on...
Reply to this post 3 big leaps but with potentially with fatal flaws? Microsoft, Huawei and ZTE have both expanded their hardware ambitions but I question whether enough attention to details has been paid to really make these products really successful. Microsoft Surface Book 2 Microsoft has launched a worthy successor to the Surface Book,...
Reply to this post OTA broadcast given a second chance. While Netflix and Amazon continue to make inroads into the cable TV subscribing population, the old dinosaur of over-the-air (OTA) broadcast seems to be winning a second lease of life. Over the last 4 years I have been very negative on the outlook for broadcast...
Reply to this post OnePlus’ slip serves as a warning. BBK Electronics is fortunate that OnePlus is one of its marginal brands as a gaffe of this size at Oppo or Vivo could have done real damage. OnePlus is a subsidiary of Oppo which in turn is owned by BBK Electronics (like Vivo) and has...
Reply to this post Now is the best time to clean house. Samsung’s chip business has driven yet another mighty set of results making it the perfect time to deal with all of governance issues that continue to plague the company. Q3 17 revenues and EBIT are expected to be KRW62.0tn / KRW14.5tn slightly ahead...
Reply to this post VR & AR still miles from being properly ready. Facebook has launched a wireless VR headset that appears to be very similar to Oculus Gear which addresses a gap in its portfolio but does nothing to alleviate the issues that keep VR a niche segment. At the same time Apple has...
Reply to this post Alice needs a hardware home. Yandex has jumped on the digital assistant bandwagon but with its history, it should be able to produce by far the best product for the Russian speaking market. However, it will be unable to serve the majority of use cases without hardware to carry it into...
Reply to this post iPhone X unlikely to produce the needed super cycle. Expectations for the iPhone X are at fever pitch and I think that a super cycle is now required to prevent a sell-off in the shares. iPhone X is the first substantial revision to the design of the iPhone since the launch...
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 & Amazon – Battle for the home pt. VI
Reply to this post Opportunities to break in are fast disappearing Google seems to be closing on in launching a Google Home based product with a touchscreen which indicates that Google’s understanding of the smart home user experience is improving quickly. This is bad news for others like Essential (see here) that are looking to...