Anonymous login is a land grab for user data. Facebook is holding its F8 developer conference this week at which the most significant announcement was...
Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than expected. The increased dividend and...
Mobile pricing is likely to stay low for a while. Google failed to beat expectations as pricing fell by more than expected due to the...
Opportunity remains but time shortens. Yahoo! reported reasonable results from its core operations while it was Alibaba that drove Net Income to be above expectations....
The Oculus acquisition puts the spotlight on corporate governance. Facebook is an internet company that makes its money by monetising the traffic of users of...
Rising content value is likely to drive a verticalisation of the industry. Every man and his dog seem to be preparing to launch a streaming...
An encouraging move by Yahoo! to fix its ecosystem. Yahoo! looks at last to be beginning to do something about grouping its collection of assets...
No change at WhatsApp means a thumping goodwill write-down. Speculation is rife with regards to why Facebook was willing to pay $19bn for WhatsApp and...
While its sights remain firmly fixed on Netflix, the bigger opportunity will continue to slip through its fingers. Amazon’s decision to raise the cost of...
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.
Twitter Q1 – Dreams meet reality
Twitter’s Q1 was good, but not nearly good enough. Twitter reported results that met headline expectations but were not the blow-out that the valuation of...