iOS still makes more money for Google than Android does. Android may dominate the statistics when it comes to unit shipments and number of users,...
Amazon has done Sony and Microsoft a big favour by acquiring Twitch. Amazon has reached an agreement to purchase Twitch for $972m in cash. Twitch...
Facebook’s messaging mess highlights a problem for everyone. The number of attempts Facebook is making to crack the millennial messaging market is growing fast and...
Good performance justifies the love Google reported good results as advertising volume continued to comfortably outpace pricing declines. Q2A Revenues-exTAC / Adj-EPS were $12.7bn /...
Alibaba hides very disappointing display revenues. Once again Yahoo! has managed to keep poor results hidden amongst the spotlight glare of Alibaba. Q2A Revenues /...
Finally, some positive signs from mobile. I have been concerned for some time about the lack of progress at Yahoo! (see here and here) but...
Facebook needs one chat system that is a part of the whole. Facebook’s strategy around chat looks like a hodgepodge of different offerings that is...
There is no longer a reason to sell. Twitter is no Facebook but I suspect that the next 2 years could follow a very similar...
The single offerings for Digital Life are running out of steam. Linked-In reported good Q1A results but guided weakly as growth is slowing more quickly...
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! – Wrong prescription
AOL is not the answer. A recent open letter from activist shareholder Starboard has correctly diagnosed all the issues at Yahoo! but its prescription will...