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...
Very little to excite consumers. The autumn hardware launch season kicks off today with Apple followed by Google and Meta the main theme of which is going to be how...
Snap has further to fall. Snap is laying off 20% of its workforce in order to stem the negative cash flow in a sure sign that Snap thinks that this...
Developers want to have their cake and eat it. The notion that Meta Platforms is treating developers unfairly when it is on course to lose billions of dollars from subsidising...
2023 is too early. Despite feverish speculation, Apple failed to launch a Metaverse device at WWDC 2022 and now speculation has shifted to early 2023 which I continue to think...
Turing is not the issue. Meta Platforms has revealed a series of prototypes that it intends to develop into products that will make its Metaverse irresistible to users but I...
Apple will be hoping that the Metaverse goes nowhere. Apple has no choice but to go all-in on the Metaverse because if the Metaverse does replace the smartphone and Apple...
Peloton is cheap but Unity is not. Bad results from both companies caused further share price declines but Peloton is moving into deep value territory whereas Unity by any measure...
Epic games strengthens its Metaverse silo. Most of the $2bn being invested in Epic Games will be used to build a version of the Metaverse that will bring together at...
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.
The Metaverse – The trough
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...