Reply to this post The spark at DJI is in its software prowess. DJI has launched a new drone which I think clearly demonstrates this company’s unique ability to take on its US rivals and come up with a better product. DJI has launched the Spark which is a palm sized drone that looks to...
Reply to this post Microsoft gives the PC makers room to breathe. Microsoft updated its Surface Pro at an event in Shanghai but left plenty of space for its partners to innovate within the fledgling tablet-PC category. Microsoft has followed Apple in dropping the version number from the name and the new product makes incremental...
Reply to this post LeEco looks to return to its roots at home. LeEco’s foray into the United States looks like it is coming to an end which combined with a major restructuring at home, probably brings to an end any realistic hope of becoming a digital ecosystem. I understand that LeEco is about to...
Reply to this post Pressure to employ capital is the biggest risk. SoftBank has announced that the first round of its $100bn Vision fund has closed with $93bn in committed capital but the problem now is going to be how to quickly put this huge amount of money to work. At $93bn, the SoftBank Vision...
Reply to this post Signs that Alibaba is moving to make the most of its ecosystem. Alibaba reported another excellent set of results which was marred by the normalisation of the tax rate following the ending of a tax break gained by investing in its distribution partner Suning. Alibaba has also begun to demonstrate the...
Reply to this post Superior brains being used to make its services the best. Google held the first day of its annual developer conference and in its keynote, it highlighted the features and improvements that it is making to its ecosystem to keep users engaged while gathering and categorising as much data as it can....
Reply to this post Yellow brick road that leads to a fully proprietary Android OS. The launch of Project Treble sees Google finally moving to address the Android updating problem but it also quietly paves the way for Google to take full control of the Android software. It could also cost the handset makers more...
Reply to this post Tinkering with Android for cars is a dangerous game. Ahead of its developer conference, Google i/o, Google has demonstrated another version of Android that will be able of running many more aspects of the car beyond infotainment. While Android Auto is limited in terms of what it can do and the...
Reply to this post Uber is now even more on the back foot. The partnership between Waymo and Lyft puts Lyft streets ahead of Uber when it comes to developing autonomous cars but is likely to cost it heavily in the coinage of data. Uber has described autonomous autos as “existential” to its long-term future...
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.
Microsoft – Empty harbour.
Reply to this post I think the video game streaming ship has sailed. Microsoft is showing no signs of giving up on gaming but it will have to do something really special with Mixer if it wants to make any dent at all in Twitch. Microsoft has renamed the video streaming service that it...