A deal with Aol would be great for the stock but bad for the company. The Aol and Yahoo! story is heating up again (see...
Far more changes are required to meet the long term goals. Twitter made some bold promises at its analyst day giving investors some confidence and...
The easy growth looks over. Investments are now required. Facebook reported good Q3 14A results but there are signs that growth is starting to slow...
Twitter is not the next Facebook. Twitter and Facebook are often compared directly against one another but in reality they are very different animals. Facebook...
Yahoo! must focus on registered users to have any chance of growth. Yahoo! reported reasonable Q3 14A results but still the commentary and promises are...
Slowing growth does not make the shares unattractive. Google reported slightly disappointing results as growth from its core advertising business in fixed Internet slowed a...
Amazon is not the problem. Its Apple. Amazon is what keeps Eric Schmidt up at night but in reality what he should be worrying about...
At $10bn, even a financial return looks to be a challenge. Yahoo! has made a huge return from its investment in Alibaba but its fiduciary...
Usage of Chrome is likely to continue growing. The latest data from Net Market Share (see here) shows that Chrome is steadily gaining share when...
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! and Mozilla – Face not wallet
The loss of Firefox hurts image and more than revenues. Yahoo! and Mozilla have announced that Yahoo! will replace Google as the default search engine...