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...
Ecosystem importance continues to rise. Handsets and tablets are commoditising fast and only those that have an ecosystem or can supply value-added-technology have a chance at sustainable profitability. RFM sees...
There is no money in Android. The value is in the ecosystems that sit on top of it. Samsung has mistakenly assumed that it can maintain its 18% handset margins...
It is time to look for the second derivative. Smartphones have been the belle of the ball so far but the place to now look is the ecosystem. This is...
The days of earning a return on hardware are numbered. To earn a decent return over the next 5-10 years, companies will need to make a difference to the way...
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.
