Tag: rivals

Huawei’s Rivals Are Already Filling A $27 Billion Hole Left By US Sanctions

By iwano@_84

After more US sanctions have all-but-crippled the future of Huawei’s global networks business — and its efforts to become the dominant 5G provider — dollar signs are already materializing for its rivals.

At the crux of Huawei’s withdrawal is an annual $27 billion opportunity for its competitors — including Nokia, Ericsson and Samsung — to become the go-to providers of 5G and other telecommunication services to domestic carriers, says Ryan Koontz, an analyst at Rosenblatt Securities. “It’s a massive economic transition,” says Koontz. “It’s relatively urgent for these carriers to make the change.” 

The multi-billion dollar market opportunity, which hinges on Huawei’s sales figures for the year ended September, will not evaporate overnight, Koontz says, but will likely be absorbed over the next three to four years. 

Because

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Google’s Fitbit deal may win EU approval despite concerns from rivals, report says

By iwano@_84

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Google announced its purchase of Fitbit in November.


Lexy Savvides/CNET

Google’s $2.1 billion purchase of Fitbit is getting some pushback in the European Union. Rival makers of wearables are reportedly concerned that the search giant’s promises on using Fitbit’s data for advertising don’t go far enough. 

According to the Financial Times, several “major hardware makers and leading cloud services providers” have raised issues with the EU about some of the pledges Google is making to get the deal approved. Some, such as a promise to not use Fitbit’s health data for targeted advertising for 10 years, “do not go far enough,” people “close to the discussions” told the outlet.

Concerns over Google getting too powerful in the wearables market and trying to “self-regulate” were also issues raised by these companies after the EU

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Headwinds for Google as Rivals, Customers Criticise Fitbit Concessions | Technology News

By iwano@_84

BRUSSELS (Reuters) – Google’s bid to win EU approval for its $2.1 billion purchase of Fitbit faces headwinds as rivals and customers argue concessions to EU antitrust regulators do not go far enough, two people familiar with the matter said on Friday.

Alphabet’s Google last week offered to restrict the use of Fitbit data for Google ads and to monitor the process closely.

It also offered to make it easier for rival makers of wearables to connect to the Android platform by offering them access to Android software (API), and said third parties would continue to have access to Fitbit users’ data with their consent.

The European Commission is now seeking feedback from rivals and customers before deciding whether to accept the offer or demand more. Other sources have said the new concessions are likely to help Google secure EU clearance.

Some rivals and customers, however, plan to tell the

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With the Feds circling, Google is starting to play nice with smaller rivals

By iwano@_84

By Paresh Dave and Sheila Dang

(Reuters) – Small rivals of Alphabet Inc’s Google say signs are emerging of more benevolent behavior from the online advertising leader amid accusations by the U.S. government and states that the company uses its dominance to thwart competition.

Among the dozens of software companies who rely on Google as an intermediary to ad buyers and sellers, six told Reuters that the company has become more collaborative on data privacy and other changes with them and industry groups, helping these entities instead of ignoring requests as they have done in the past.

John Nardone, chief executive of Flashtalking – which works with advertisers to personalize messages – said Google recently agreed to open a pipeline to crucial data.

It was an undertaking “that previously I might not have imagined they’d be open to,” said Nardone, who publicly criticized Google’s rigidity last year.

Two other companies

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Ford new CEO Farley eyes software, tech stack as differentiator vs. rivals

By iwano@_84

New Ford CEO Jim Farley’s plan for the automaker includes a heavy dose of software and services for its commercial vehicle business as well as new consumer experiences to drive loyalty.

Ford, which is in the middle of a turnaround of its core business, is trying to navigate a shift to electric vehicles, autonomous vehicles as well as an industry that is increasingly more about software. Farley takes over for Jim Hackett, who streamlined the automaker over the last three years. 

Farley outlined a series of leadership changes and a plan that includes “expanding its commercial vehicle business with a suite of software services that drive loyalty and recurring revenue streams” and “unleashing technology and software in ways that set Ford apart from competitors.”

In addition, Ford is looking to develop connected vehicles and create new businesses from the Argo AI self-driving system.

Ford on Roadshow: Ford Bronco ordering

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Apple’s smaller rivals unite to fight iPhone app store rules

By iwano@_84

Updated

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