Amazon vs. Google – Battle for the smart home pt. XII.
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...
Tencent Music – Money matters.
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...
Microsoft – On the job.
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...
Tencent – Golden opportunity.
A quiet integration should be going on in the background. In light of recent issues, Tencent has announced a re-organisation that I think offers a...
Facebook – Broken Valley pt IV.
Another move-fast service that broke. Facebook has disclosed that it has been hacked with the loss of data from about 50m of its users which...
Google and Toyota – Dominoes.
Toyota could trigger an industry cave-in to Google. It looks like Toyota (see here) is about to allow Android Auto access to the infotainment units...
Sony & Fortnite– Gritted teeth.
Sony gives in not a moment too soon. Sony has backtracked on its decision not to allow cross-platform play in Fortnite in a move that...
Facebook – Pressure to perform.
Founder exits are good news. The founders of Instagram are following the founder of WhatsApp in exiting Facebook which, in my opinion, is some of...
Sirius XM – Pandora’s box
Paying cash would open Pandora’s box. Sirius XM has agreed to buy Pandora in a move the ensures Pandora’s long-term survival as well as gives...
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.
Snap – Falling knife.