Disney – All in.
Disney goes all-in on streaming as it should. The pandemic and the success of Netflix have pushed Disney to reorganise its entertainment division resulting in...
Samsung – Glass is plastic?
Z fold 2 looks like Z Flip. Samsung released a good slate of new products but potential shortcomings with the new Fold and pricing marred...
WhatsApp – Money money money.
Advertising is not the way to monetise Instant Messaging. Facebook has abandoned its plans to monetise WhatsApp through advertising which if its peers are anything...
Netflix – Risky business pt. II
Netflix faces increasing risk for a more uncertain return. The collapse of Netflix’s movie library is continuing apace meaning that more than ever Netflix will...
Mobile Banking – The legacy bet
If you can’t beat them, join them. Google’s move into banking with Citigroup makes complete sense because, as Facebook found, the vested interests in the...
Facebook – Liberation.
Facebook takes a shot at the banking sector. Facebook has launched a digital currency platform that it hopes will succeed thanks to its pervasive...
Google gaming – Late to party.
Google Maps or Google +? Google has at last decided to have a proper attempt at gaming but its record outside of its core competencies...
Music Streaming – Wrong villain.
Reply to this post The music labels strike back. It looks to me like intense lobbying by the music labels...
Qualcomm & Microsoft – Dream with caveats.
Reply to this post Some space left for this proposition Windows on ARM is back for another crack at the PC...
About Me
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.
Medical Wearables – Quest for the grail.