Softbank blinks after two heavy losses. With Uber down 28% and Lyft down 38% from their respective IPO prices, it looks like Softbank has finally figured out that fake it...
I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better than its biggest rival IWG,...
No party means no hangover. MWC is almost over and while the stages have seen some confident predictions (eg Cisco: “hype is going to be reflected in the reality”), the...
The floor: software takes a back seat With the 5G cycle in full swing, MWC has gone fully back to its roots as an equipment show. Boxes with lots of...
Everybody folds and 5G gets real-ish Folding bandwagon In what has unsurprisingly become a crowded space, there is a lot of variation but I think the most impressive demonstration is...
A race not worth winning. With Mobile World Congress just around the corner, the focus for the next week or so will be back on 5G as this will be...
The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles that could completely destroy almost...
Reply to this post MWC retro mania continues (except 5G). Android dullness alleviated by a banana. HMD (Nokia) has once again laid bare how dull...
Reply to this post MWC goes back to its roots. MWC has stopped wanting to be CES and is instead reclaiming its identity as a...
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.
Huawei – Olive or thorns?
Huawei extends an olive or thorn branch? No one is sure what to make of Huawei’s offer to license its 5G technology to a Western (read American) player and I...