Reply to this post Bixby is hopelessly outclassed. Bixby voice only shines in the areas where Samsung has given it special access to hardware that competitors do not have. Outside of this area, Bixby is a third-rate experience that is unlikely to generate much traction especially as the vastly superior Google Assistant is just a...
Reply to this post Eats24 is an essential acquisition. GrubHub is making exactly the right moves to give it the best chance to beat its larger and much better financed rivals in the brutal food delivery business. Alongside results that broadly met expectations, GrubHub announced the acquisition of Eat24 for $288m well over double what...
Reply to this post Apple Music still making no dent. Spotify has crossed 60m paid users and while its absolute level of growth is slowing due to the law of large numbers, it is still adding paying subscribers at the very healthy rate of 2m per month. In September 2016 Spotify hit 40m, passed 50m...
Reply to this post Solid base for new product launches. Apple reported good results and guided strongly for the coming quarter stoking speculation with regards to the possible strength of the coming upgrade cycle with the new iPhones expected to be launched next month. FQ3 17A revenues / adj-EPS were $45.4bn / $1.67 slightly ahead...
Reply to this post The only likely winner in India is now Amazon. Snapdeal has ended merger discussions with Flipkart in a move that, I think, snuffs out the one chance the local players had to keep Amazon at bay. At the same time Softbank is now looking at committing $1.5bn – $2bn into Flipkart...
Reply to this post Android is snapping at Apple’s heels. Android is showing signs of catching up with iOS in terms of user spending at the high-end, but further down the pricing tiers and in mobile advertising, I think that iOS remains miles ahead. A recent study of the habits of 1.4m USA based users...
Reply to this post Amazon and Baidu get back to what they do best. Amazon – Not making money Amazon reported disappointing results and guided weakly as it once again spent everything it could on investing in future revenue growth. Q2 17A revenues / EBIT were $38.0bn / $628m compared to consensus at $37.2bn /...
Reply to this post Community is about cash generation. Facebook reported another set of excellent results and laid out pretty concrete plans of how it aims to put off, for as long as possible, the inevitable slowdown in its growth. Q2 17A revenues / adj-EPS were $9.3bn / $1.32 compared to forecasts of $9.1bn /...
Reply to this post Another smart speaker that badly needs a brain. It looks like Facebook is joining the ever more crowded smart speaker bandwagon, but without a decent brain inside the box, it may as well be a paperweight. One possibility is for the device to use Cortana as it comes from one of...
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.
Wearables – No show
Reply to this post Adding LTE to Apple Watch is pointless. The problem with wearables that I described nearly 4 years ago (see here) of a solution looking for a problem continues to plague wearables with Fitbit struggling along, sector consolidation and even Apple seems out of ideas. If the rumour machine citing endless anonymous...