Yahoo! must focus on registered users to have any chance of growth. Yahoo! reported reasonable Q3 14A results but still the commentary and promises are...
Slowing growth does not make the shares unattractive. Google reported slightly disappointing results as growth from its core advertising business in fixed Internet slowed a...
Amazon is not the problem. Its Apple. Amazon is what keeps Eric Schmidt up at night but in reality what he should be worrying about...
At $10bn, even a financial return looks to be a challenge. Yahoo! has made a huge return from its investment in Alibaba but its fiduciary...
Usage of Chrome is likely to continue growing. The latest data from Net Market Share (see here) shows that Chrome is steadily gaining share when...
AOL is not the answer. A recent open letter from activist shareholder Starboard has correctly diagnosed all the issues at Yahoo! but its prescription will...
iOS still makes more money for Google than Android does. Android may dominate the statistics when it comes to unit shipments and number of users,...
Amazon has done Sony and Microsoft a big favour by acquiring Twitch. Amazon has reached an agreement to purchase Twitch for $972m in cash. Twitch...
Facebook’s messaging mess highlights a problem for everyone. The number of attempts Facebook is making to crack the millennial messaging market is growing fast 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.
Twitter Q3 14A – Good company, bad stock.
Twitter is not the next Facebook. Twitter and Facebook are often compared directly against one another but in reality they are very different animals. Facebook...