The labels won’t go quietly into the night. Spotify reported its first-ever profit and underscored its move into podcasts but the fall in the share price just serves to underpin...
In this business, it pays to be big. Alphabet Q4 18 – Outside the doghouse. Alphabet reported good Q4 18 results, but rising costs and an increasing fear of privacy...
A new breed of digital ecosystem may rise. Fortnite is showing early signs of expanding from gaming and offering other Digital Life services leading to the possibility that it could...
The privacy religion may prevent the AI fix. In stamping his authority on Apple’s AI efforts, John Giannandrea has an opportunity to fix the problems that are plaguing Siri but...
Facebook users & clients don’t seem to care about its’ issues. Facebook reported good Q4 18 results confirming that its users and its clients do not seem to care about...
Apple is looking like a safe haven once again. Hardware is by far the most efficient method of digital ecosystem monetisation but at the same time, it is also the...
Android Automotive is far from a foregone conclusion. Google clearly still thinks of vehicles as nothing more than handsets on wheels which I think is the reason why products that were...
Integration benefit overshadowed by AI. After a long 4½ year wait, Facebook is finally integrating its Digital Life services that will enable it to meaningfully improve the service that offers...
Google increasingly at risk of losing. Walmart has abandoned Google Express dealing what is likely to be a fatal blow to Google’s attempt to challenge Amazon in the one place...
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.
Epic Games – Steam pressure.
Pressure on Valve could lead to pressure on Google. Valve is resorting to underhand tactics to undermine Epic’s competition on the PC in another sign that the app store business...