The opposite of that which is intended. A proposal to cut app store fees to 20% in Russia but also force developers to contribute a further 30% to a fund...
Samsung inches towards a cure. Not only are Google and Samsung in discussions for Google to have a bigger role on Samsung handsets (see here) but there have been a...
Momentum crushes valuation. Zoom reported outstanding results driven by the work from home trend that has been triggered by the pandemic but as usual, the real question is whether the...
China does Facebook et al a favour. China’s move to obstruct the sale of the international operations of TikTok is a self-defeating move that increases the likelihood of TikTok being...
India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it is quite possible that the...
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think is a sure sign that...
A rush of IPOs is a warning signal. The sudden rush of technology IPOs is indicative of a sector where valuations are becoming stretched and which bear little resemblance to...
Apple is somewhat on the backfoot. Apple and Epic have both upped the ante in their fight over app store fees, but there are signs that Apple is somewhat on...
No FOMO here. Alibaba reported good results as it continued to benefit from the same trends that have driven Amazon during the pandemic. Alibaba sells far more stuff than Amazon...
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.
App economy – App tracking issues.
The end result should be greater transparency for users. While Apple’s position on app tracking serves to perpetuate the myth that the internet is free, the inevitable response from developers...