Reply to this post Results highlight the differences between these two players. Investors greeted the results announcements of both companies with enthusiasm but for very...
Facebook shows the critical nature of optimised experiences. Facebook’s decision to remove Bing is very unlikely to be a sign that there is a new...
A third way to monetise may be about to emerge. Microsoft’s pricing scheme for Windows 10 has yet to be released but it looks like...
Replacing Google as default for search is a big trade off. If Apple’s deal with Google for search is due for renewal next year, there...
Getting back into China will be long, tough haul Google has been effectively absent from the Chinese market since 2010. With the growth of Internet...
The loss of Firefox hurts image and more than revenues. Yahoo! and Mozilla have announced that Yahoo! will replace Google as the default search engine...
A deal with Aol would be great for the stock but bad for the company. The Aol and Yahoo! story is heating up again (see...
Far more changes are required to meet the long term goals. Twitter made some bold promises at its analyst day giving investors some confidence and...
The easy growth looks over. Investments are now required. Facebook reported good Q3 14A results but there are signs that growth is starting to slow...
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.
Alibaba Q3 15A – Mobile menace
Reply to this post The move to mobile is causing problems. Alibaba reported Q3 15A results that missed expectations as revenue growth was weaker than...