Facebook – Bottom of the class
Yet another AI red flag. Another small slip-up by Facebook reveals just how challenging its AI problem is and why it must continue to hire...
Essential Products – The obvious clue
Must-have, not me too needed to survive. The clue to a recovery for Essential Products Inc. is in the name but so far, none of...
Google – Toothless in Europe pt. IV.
$25 per unit will shatter what little profitability there is. Google is set to change its licensing practices in Europe such that Google apps will...
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),...
Zynga – In play.
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...
Apple – Upward mobility
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...
Google – Silver lining
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...
Google – The engagement game
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...
Facebook – Portal to prosperity?
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...
About Me
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 vs. EU – Priced to fail