The Oculus acquisition puts the spotlight on corporate governance. Facebook is an internet company that makes its money by monetising the traffic of users of...
Rising content value is likely to drive a verticalisation of the industry. Every man and his dog seem to be preparing to launch a streaming...
An encouraging move by Yahoo! to fix its ecosystem. Yahoo! looks at last to be beginning to do something about grouping its collection of assets...
No change at WhatsApp means a thumping goodwill write-down. Speculation is rife with regards to why Facebook was willing to pay $19bn for WhatsApp and...
While its sights remain firmly fixed on Netflix, the bigger opportunity will continue to slip through its fingers. Amazon’s decision to raise the cost of...
M&A in Chinese Internet is being defined by the Digital Life pie. The Chinese market for fixed and mobile internet services is so large that...
Sina Weibo is heading for an IPO at a fair price. Sina Weibo, the Chinese Twitter look alike, has broken even just in time for...
Eliminating other sign ons is essential for recovery. Yahoo! has moved to remove booth Google and Facebook from its properties as it will son require...
There is a lot “up” with Facebook to justify spending $19bn of shareholder’s money on WhatsApp. Facebook will pay $4bn in cash, $12bn in shares...
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.
Yahoo! Q1 – Lucky tailwind
Opportunity remains but time shortens. Yahoo! reported reasonable results from its core operations while it was Alibaba that drove Net Income to be above expectations....