Meta will get more out of WWDC than Apple. Meta has crashed Apple’s party with the launch of the Meta Quest 3 which is almost certain to outsell Apple’s unit...
Will he or won’t he? Tim Cook’s change of tone combined with endless leaks suggest that a Metaverse device is imminent however it still makes no sense to launch now...
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the Metaverse may well eat up...
Expectations and sentiment continue to worsen. The reduction in PlayStation VR2 volumes for 2023 does not come as a huge surprise as the Metaverse is very far from being ready...
The end for HoloLens? Part of Microsoft’s 5% workforce reduction includes “changes to our hardware portfolio” which probably does not mean Xbox or Surface meaning that it is almost certainly...
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the category where there is the...
Meta Platforms – double down Meta is doubling down on its commitment to the Metaverse by, voicing its intention to allocate 20% of its expenses to the Metaverse in a...
The enterprise is where the immediate action will be. With both device sales and gaming revenues likely to decline this year, the consumer Metaverse theme remains uninvestible, leaving only the...
Missed the connection. Meta headlined its Connect 2022 event with its new pro-headset but its real message was completely lost meaning that what Meta is really doing in the Metaverse...
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.
Apple WWDC – One missing thing
The generative AI elephant is likely to be ignored. All of the attention will be on Apple this week where it is almost certain to make a play for the...