The narrow focus of some ecosystem plays is starting to hurt. First there was Twitter, now there is Linked-in. Linked-in reported disappointing results as growth...
When so much is pinned on the future, the tiniest wobble is catastrophic. Twitter reported great maiden results but the slowing user growth caused the...
Being limited to social networking will not hit growth in 2014. Facebook reported strong Q4 results as it continued to improve on its ability to...
Alibaba grabs attention but upside is in the ecosystem. The value in Yahoo! continues to be driven by the Asian affiliates while the core business...
Content will be the key asset for Netflix from here. Netflix handsomely beat forecasts with Q4 revenues / EPS of $1.18bn / $0.79 compared to...
The Internet will not become the cable industry. In a landmark ruling the US court of appeals has thrown out the FCC’s net neutrality rules...
Twitter and Apple fare badly on smartphone usage. The smartphone app. charts for 2013 are out (for the US anyway) and it makes interesting reading...
Snapchat is valued at $500m not $2bn-$3bn A look at the regulatory filings strongly suggests that the current valuation of Snapchat is $500m not the...
Yahoo needs to stop shopping and get integrating. Yahoo! is in line to make yet another acquisition but I am starting to wonder whether or...
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.
Viber / Rakuten – History lesson
This deal looks eerily similar to Ebay’s unsuccessful purchase of Skype in 2005. Rakuten, The Japanese B2C and B2B2C e-commerce platform has announced that it...