Reply to this post Spotify has to make sure everyone knows that it has a better proposition. The war of words is as hot as...
Reply to this post Facebook is making the right moves to become an ecosystem. Facebook’s intentions to become a fully-fledged ecosystem have come into sharper...
Reply to this post Fight over taxis shows how the Chinese ecosystem war will be fought. Since the merger of Didi Dache and Kuaidi Dache,...
Reply to this post Good growth but not good enough. Alibaba disappointed the market with its Q1 16A results as the slowdown in China has...
Reply to this post Alibaba is evolving to become the Amazon of China. With its 20% investment in Suning, Alibaba is starting look more and...
Reply to this post Many birds hit with one stone but the elephant is missed. Google’s restructuring should bring some improved visibility and flexibility into...
Reply to this post Spotify net adds is the key metric to watch. Apple has announced that it has signed up 11m trial members for...
Reply to this post Yahoo! needs to tidy its house before it can successfully expand. Yahoo! is going to spend $230m on Polyvore which is...
Reply to this post Facebook is making long-term ecosystem investments. Facebook reported good Q2 15A results but slowing growth in its core business and heavy...
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.
Google – One armed bandit
Reply to this post I see no reason for China to fall for Google’s charms. It looks like Google is about to mount another assault...