RFM research subscribers will receive their copy directly by email. Transport is the next industry to be digitised and almost all vehicle makers are unprepared. Electric Vehicles (EVs) and autonomy...
RFM research subscribers will receive their copy directly by email. Baidu, Alibaba and Tencent (BATmen) dominate the scene in China. Almost every smartphone is user in China has an active...
RFM research subscribers will receive their copy directly by email. Voice is where much excitement and hype is to be found. Every ecosystem is developing a voice controlled digital assistant...
RFM research subscribers will receive their copy directly by email. Thanks to price erosion, the value of the smartphone and tablet markets are likely to decline this year. This will...
Low to zero device growth means that revenue is becoming increasingly critical to the ecosystem. RFM’s new monetisation model benchmarks ecosystems that monetise via advertising and allows assessment of those...
The days of walled gardens have passed and users can now come and go as they please. This results in users being able to pick and choose the services they...
Microsoft’s position is difficult but not impossible. Nadella’s mission, which he has decided to accept, is three fold. 1) Control legacy, 2) Bring the ecosystem to life and 3) Merge...
Ecosystems are becoming more sophisticated as users do more and with their devices. Consequently, how one ecosystem differs from another is becoming less obvious. RFM has introduced 4 new Laws...
The heady days are over. Growth is slowing and competition is growing. There has always been opportunity for change in the mobile industry but both Apple and Google seem to...
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.
Tencent – Helpful regulation.
Short-term pain for long-term gain. While the move by the Chinese regulator is hurting Tencent badly right now, greater regulation will, in the end, work in Tencent’s favour by keeping...