Where the companies go, the governments will follow. Yet another delay to the EV transition comes as no surprise as the criteria for mass adoption is still far away...
Pandemic darlings tell different stories. Peloton FQ4 24 – The turn Peloton reported revenues that grew YoY dispelling fears of the company being in a death spiral which, combined with...
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is...
A very American dispute. The issue of AM radio in vehicles sold in the USA has been debated for many years, but electrical vehicles (EVs)bring this issue to a head...
Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference call gave a strong impression...
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t make 5G devices, they will...
Ericsson – Blowing sentiment Mobile World Congress 2023 is about to start, but Ericsson has gotten things off to a bad start with a further 8,500 layoffs indicating that life...
Huawei puts a brave face on it. Huawei reported 2021 FY results that highlighted just how badly the company has been hit by US sanctions despite an effort to dress...
After 20 years, corporate governance is once again a problem. 18 years ago, Ericsson’s corporate governance went from awful to not great but now with its latest blunder, the pressure...
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.
OpenAI – Brain Drain
How this is worth $150bn is beyond me. It is said that a company is more than just one man but when almost all of the brains of the company...