Difficult results in display advertising mask the potential. Yahoo! reported disappointing results as display advertising continued to decline despite the remedial actions put in place...
App based gaming remains the future of this critical segment. Say what you like about games but nearly one third of all time spent on...
Google’s interest in WhatsApp is a sign of weakness. WhatsApp has denied that it is in talks with Google with respect to being...
Home is the right strategy for Facebook to extend its reach. Facebook Home is a software skin that takes over the home screen of an...
Tonight’s announcement risks being a big anti-climax. The last time Facebook made a “big announcement” the result was the spectacularly unambitious Facebook Graph Search. What...
Samsung and Google will end up in a struggle for the user. So far Samsung and Google have been on good terms given the symbiotic...
Intel’s aspirations in TV are about supplying chips. Intel appears to be closing in on acquiring TV shows and movies to offer to consumers as...
The China ecosystem is coming. Android is currently exploding in China but there are plenty of signs that this is temporary. Under Google’s definition, anything...
Exporting services from Japan is a license to lose money. NHN Corp, South Korea’s biggest internet company, is making a bid to expand outside its...
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.
GOOG Q1 / MSFT Q3 – Have and Have not
Google looks steady while Microsoft continues to chase its own tail. Sift through the details of Google and Microsoft’s earnings announcements and you will see...