Reply to this post 10% of SoundCloud fixes nothing. Twitter is investing $70m in SoundCloud by taking the majority of its current $100m funding round that will value the company at $700m. This will give Twitter a 10% stake in SoundCloud (and I presume a seat on the board) but how this will help to...
Reply to this post Developers are only increasing in their importance to Apple. Apple’s WWDC conference showcased a lot of catch-up upgrades, a serious nod to the importance of China as well as some delicious eye candy for messaging. More than ever before the developer was front and centre of everything that Apple does with...
Reply to this post Microsoft and LinkedIn steal Apple’s thunder. Microsoft has announced that it will acquire LinkedIn for $196 per share or $26.3bn which represents a premium of nearly 50% on Friday’s closing price. This is an all cash transaction that Microsoft will finance with the issuance of debt which makes sense as almost...
Reply to this post App store price cuts will hurt the little guys more. The fact that both Apple and Google are moving to make the economics more favourable for developers is likely to hurt the smaller players and potentially squeeze them out of contention. . Both Apple and Google have announced that they will...
Reply to this post Yahoo looking attractive for the first time in a long while. The process of carving up Yahoo and handing out the pieces is well underway and even with a negative view on Alibaba, Yahoo shares look attractive. The pieces under consideration are: Core business. It is thought that Verizon is the...
Reply to this post Flexible screens back for another press cycle. With the success of the Samsung Galaxy Edge, it looks like Samsung is thinking of having another go at bringing flexible displays to the market in a meaningful way. This is the third or fourth time in 6 years that Samsung has considered...
Reply to this post The PC industry continues to ignore the solution to its woes. The Computex show passed virtually unnoticed last week as exhibitors on many stands spent a lot of time twiddling their thumbs. Only stands which demonstrated virtual reality or were related to smartphones saw any real interest. Most commentators have used...
Reply to this post Software is all that can save Huawei from rivers of blood. Huawei has said once again that it wants to be the number one in smartphones before, but this time I think that it is serious. Richard Yu, the CEO of Huawei’s consumer business re-iterated this intention at the Converge Technology...
Reply to this post The quest for proprietary software begins. Google is planning to “put more thought” into its Nexus line of devices which to me is yet another signal that Google’s is beginning to prepare the market for taking complete control of the Android software. At the Recode conference being held this week, Sundar...
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.
Tencent & Activision Blizzard – Colonial times.
Reply to this post Tencent and Activision go where Microsoft and Sony fail to tread. Tencent appears close to buying a majority holding in the Finnish mobile games publisher, Supercell which is best known for its Clash of Clans and Clash Royale strategy games. This will bring Tencent into head to head competition with Activision...