Sina Weibo is heading for an IPO at a fair price. Sina Weibo, the Chinese Twitter look alike, has broken even just in time for...
Eliminating other sign ons is essential for recovery. Yahoo! has moved to remove booth Google and Facebook from its properties as it will son require...
There is a lot “up” with Facebook to justify spending $19bn of shareholder’s money on WhatsApp. Facebook will pay $4bn in cash, $12bn in shares...
This deal looks eerily similar to Ebay’s unsuccessful purchase of Skype in 2005. Rakuten, The Japanese B2C and B2B2C e-commerce platform has announced that it...
The narrow focus of some ecosystem plays is starting to hurt. First there was Twitter, now there is Linked-in. Linked-in reported disappointing results as growth...
When so much is pinned on the future, the tiniest wobble is catastrophic. Twitter reported great maiden results but the slowing user growth caused the...
Being limited to social networking will not hit growth in 2014. Facebook reported strong Q4 results as it continued to improve on its ability to...
Alibaba grabs attention but upside is in the ecosystem. The value in Yahoo! continues to be driven by the Asian affiliates while the core business...
Content will be the key asset for Netflix from here. Netflix handsomely beat forecasts with Q4 revenues / EPS of $1.18bn / $0.79 compared to...
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.
China Internet – Pie in the sky
M&A in Chinese Internet is being defined by the Digital Life pie. The Chinese market for fixed and mobile internet services is so large that...