Reply to this post Spotify net adds is the key metric to watch. Apple has announced that it has signed up 11m trial members for...
Reply to this post Yahoo! needs to tidy its house before it can successfully expand. Yahoo! is going to spend $230m on Polyvore which is...
Reply to this post Facebook is making long-term ecosystem investments. Facebook reported good Q2 15A results but slowing growth in its core business and heavy...
Reply to this post Twitter must broaden its product offering to grow again. A reasonable set of results was marred by the frank admission that...
Reply to this post Baidu is looking to create a Rocket Internet of China. Baidu is investing heavily in its e-commerce services and the platform...
Reply to this post Amazon and Google star while Yahoo! fails to understudy. Amazon – Profits can be us Amazon reported results that surprised the...
Reply to this post Facebook is mounting its second assault on the ecosystem. Facebook is moving inexorably towards becoming a fully-fledged ecosystem after a number...
Reply to this post Music is now incidental to Spotify. Spotify is moving beyond the simple delivery of streaming music in order to keep ahead...
Reply to this post Costolo was not the source of Twitter’s problems. Twitter CEO Dick Costolo has bowed to pressure and resigned but in my...
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.
Google – The birds and the elephant.
Reply to this post Many birds hit with one stone but the elephant is missed. Google’s restructuring should bring some improved visibility and flexibility into...