AMZN & Snap struggle. GOOG is just fine. Performance relative to expectations drove the earnings of Amazon, Google and Facebook obscuring that at least in Alphabet’s case, the results themselves...
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...
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...
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.
IBM & Red Hat – Picks and shovels.
IBM can now lay a claim to the cloud. IBM’s acquisition of Red Hat needs to go well because the $34bn that IBM is paying in cash will all end...