Epic fuels its ecosystem ambitions Psyonix adds weight to Fornite’s already mighty presence in the world of digital gaming meaning that Microsoft, Sony, Valve and Google should take notice. Epic...
A reason to give your kids Android. Apple vigorously denies that its purge of parental control apps has anything to do with its new Screen Time feature but even its...
Apple FQ2 19 – Stabilisation Apple reported what was considered to be good results as the iPhone business showed greater stabilisation than the more pessimistic end of the market had...
Google Q1 19 – Risky investments. Google reported disappointing Q1 19 results as both its size and the fact that it is 50% dependent on fixed internet advertising caused it...
Mate X unlikely to launch on time. The timing of Samsung’s inevitable (see here) delay of retail availability of the Galaxy Fold will be short-lived as while the Huawei’s Mate...
The laws of physics reassert their supremacy. Verizon has been forced to ditch the $10 premium that it charges customers to access the 5G network as the performance delivered is...
Project Fear fails to reflect reality. Until users vote with their feet, criticism of Facebook’s business practices is irrelevant. A cracking set of results further dispel the notion that the...
The switch to DAU hides reality. Twitter reported good results as its actions to stimulate engagement began to bear fruit but any notion that this is a return to long-term...
Pony’s pilot highlights everyone’s problems. The launch of Pony.ai’s 1st live pilot looks great but digging into some of the details reveals that, just like everyone else, Pony.ai is plagued...
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.
Microsoft Build 2019 – Nice to have
Plenty of nice. No must-have In a company that is now so dominated by the enterprise, its gaming business increasingly sticks out like a sore thumb begging the question as...