More excited about its pipe than the contents Verizon reported good Q3 18 results headlining with 510,000 smartphone post-paid net adds, 5G and 6% YoY revenue growth and playing down...
Google, & Co. have their tentacles in almost everything that’s “free” RFM’ use of Google as the developed market’s benchmark for monetisation gains greater foundation as it turns out that...
Even at $15 per unit, the impact is catastrophic. Google’s price list for its apps minus Chrome and Search is an indication that the economics of the EU remedy are...
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 humans to do the jobs...
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 the rapidly diminishing workforce appear...
$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 be unbundled from both Google...
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...
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...
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.
Spotify – Campaign launch
The assault on the labels begins. Spotify has formally launched what I think is the first element of a strategy that will see the obsolescence of the record labels resulting...