Reply to this post Apple and Google are the real & investible beneficiaries of Pokemon Go. Pokemon Go has nearly doubled Nintendo’s market capitalisation in the space of 8 days but I fear that it has all the hallmarks of a craze. Hence, I worry that its appeal will soon die down meaning that it...
Reply to this post Google’s growth depends on how well it defends itself to the EU. Google has a very serious problem with the EU as the remedy that it is likely to impose, should it decide that Google has abused its dominant position, could end Google’s control of Android. The long running EU complaint...
Reply to this post The iPhone 6 is so good; it does not need replacing. The summer season of speculation, rumour and leaks of what will and will not be in the iPhone to be launched this September is already in full swing. With loss of the headphone jack having been already put to bed...
Reply to this post Patience pays off for Alibaba in the hunt for an app store. Alibaba has announced that it has agreed to buy Wandoujia, one of the many Android app stores in China, which will fill a small but important hole in its ecosystem offering. It looks like Alibaba will be paying...
Reply to this post YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services, set them as default and place them right under the user’s nose. YunOS (which means cloud OS) is a branch of Android that is owned and Alibaba and is developed...
Reply to this post Connecting the next 4bn is about making money. Facebook has entered the next stage of its strategy to connect the next 4bn with the launch of OpenCellular, a base-station product that it aims to give away to anyone who wants it. OpenCellular is a shoebox sized device that enables cellular connectivity...
Reply to this post A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence of events that I suspect has very little to do with anything special about the Galaxy S7 or the Google ecosystem that runs on it. Samsung has guided Q2 16E...
Reply to this post More malware further underpins a proprietary future. More Android based malware has come to light where 10m infected devices could be generating fraudulent revenues of $3.6m per year. This brings the Android security problem into sharp focus once again further underpinning my long held opinion that the chaos that is Android...
Reply to this post Microsoft needs 200m corporate upgrades to make its 1bn target Microsoft is just over 1/3rd of the way to its goal of 1bn Windows 10 users 3 years after its launch, but with the end of the free upgrade looming, it is going to be tight. Windows 10 was launched on...
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.
Softbank & ARM – We’ll be back!
Reply to this post I think ARM could return to the market in 5 to 10 years. SoftBank and ARM have announced that SoftBank will acquire ARM for GBP17.0 per share in cash representing a 43% premium and a total price of $31.6bn. From ARM’s perspective the rationale for the deal is clear as: First:...