Reply to this post Music label largesse signals a weakening position. Warner Brothers and Sony have both announced that they will share windfall profits that they...
Reply to this post Yahoo’s strategy has McKinsey written all over it. Yahoo reported another lacklustre set of results and its strategic update gave every...
Reply to this post Great numbers, bad dependency on Apple. Alphabet reported very strong results as high end users shifting to the iPhone improved Google’s...
Reply to this post A slowdown at Alibaba is inevitable. Alibaba reported good FQ3 15A results but there are signs that the outlook going forward...
Reply to this post Microsoft and Amazon have a very different day. Microsoft FQ2 16A. Microsoft reported steady results as Office 365 and cloud services...
Reply to this post There is a bump in the road ahead. Facebook reported very strong results as revenues from both mobile and fixed saw...
Reply to this post Twitter could easily trade below $10 per share. Everything is changing at Twitter except the one thing that really matters: its...
Reply to this post WhatsApp will have to be integrated to earn a good return. Facebook has finally admitted that subscription is not the way...
Reply to this post There is no sign of Yahoo ever fulfilling its potential. A scratch appears to be the limit of Yahoo’s ability to...
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.
Internet monetisation – The slow dawn.
Reply to this post The realisation that free internet is a myth is slowly dawning. Wired is the latest publication to insist that users either...