The rebellion gains steam. The challenge to the existing status-quo when it comes to revenue sharing for app stores is gathering pace and sooner or later Valve, Google and eventually...
Apple’s response is unlikely to hold water. Apple is just one of a list of larger US tech companies under scrutiny by EU competition authorities, but I think its response...
Didi wisely lets in the 3rd parties. Didi’s move to open its platform to 3rd parties indicates that in China, the battle is now all about becoming a transport market...
Facebook takes a shot at the banking sector. Facebook has launched a digital currency platform that it hopes will succeed thanks to its pervasive network of 2.2bn users into...
Huawei enters the death spiral. Huawei has warned that its international shipments are already in free-fall which fits with RFM’s recent observations, but I suspect that there could be...
China likely to be first with a fully digitised vehicle. Alibaba’s partnership with foreign car makers to offer its voice assistant in the vehicles transforms the Chinese market into a...
Epic embarks on a trip around the Digital Life Pie. Epic Games is not resting upon the massive success and cash generation from Fortnite but is instead putting this...
Streaming goes after broadcast radio. Spotify has launched a radio-like product that is a niche add-on for now but if successful will challenge the existence of broadcast radio in the...
Signs of AI progress. More needed. Facebook’s ability to spot fake accounts is improving, but it is still making much longer than it should to detect these bad actors and...
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.
Netflix Q2 19 – Risky business
Netflix is now a studio. A great set of results was disfigured by slower user growth as price increases and the verticalisation of the content industry means that Netflix must...