Mobile gaming is much trickier than it would appear. Zynga appears to be attracting interest for acquisition (see here), but I think that the notion that buying Zynga will suddenly...
Verticalisation remains the way forward for now. Apple’s verticalisation continues with its semi-acquisition of Dialog Semiconductor making a lot more to unravel when the iPhone bandwagon finally grinds to a...
G+ failure saves Google from major problem. Google is finally shutting down its attempt at competing with Facebook in Social Networking following a security lapse which, due to the inactivity...
Google seems to be going for engagement, not shipments. Google’s new features are almost all software based and the fact that many of them will be rolling out to older...
WhatsApp interoperability is a glaring omission. Facebook has launched its first piece of hardware which aims to drive engagement with Facebook’s Messenger platform but its lack of interoperability with WhatsApp...
Forced sale creeps closer. Snap has sent a memo that inadvertently admits that its business model is fundamentally flawed that I think can only lead to the company being forcibly...
Amazon gains a short-lived edge over Google. Amazon is enabling its skills to talk to one another in a move that will greatly enhance the functionality and appeal of Alexa...
TME is different. It makes money. Tencent Music Entertainment is no Spotify or Apple Music but it has many more users than both of these put together and critically, it...
Toys for workers. Microsoft has given its Surface line-up a badly needed refresh and is having a go at Bose and Sony with the launch of Surface Headphones. Of the much-anticipated...
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.
Google – The rule of 99.9%.
75% of almost zero is still almost zero. Google is making some noise about how quickly Pixel users are upgrading to Android Pie (version 9), but their numbers are so...