Reply to this post Baidu pays the price for its mobile ambitions. Baidu reported disappointing Q4 14A results the cost of building out mobile hurt...
Reply to this post Alibaba and Meizu set the scene for Chinese ecosystems. Alibaba has agreed to invest $590m in Meizu, a small Chinese manufacturer...
Reply to this post Ecosystem is now a real focus for Twitter. Twitter reported very solid results as monetisation of its users continues to go...
Reply to this post The move to mobile is causing problems. Alibaba reported Q3 15A results that missed expectations as revenue growth was weaker than...
Reply to this post Results highlight the differences between these two players. Investors greeted the results announcements of both companies with enthusiasm but for very...
Facebook shows the critical nature of optimised experiences. Facebook’s decision to remove Bing is very unlikely to be a sign that there is a new...
A third way to monetise may be about to emerge. Microsoft’s pricing scheme for Windows 10 has yet to be released but it looks like...
Replacing Google as default for search is a big trade off. If Apple’s deal with Google for search is due for renewal next year, there...
Getting back into China will be long, tough haul Google has been effectively absent from the Chinese market since 2010. With the growth of Internet...
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.
Yahoo! – The missing point
Reply to this post Yahoo! still fails to address the central issue of its ecosystem. Yahoo! hosted its first mobile developer conference last week that...