Reply to this post Mobile gaming is the last wilderness but explorers are coming. Mobile gaming is the single largest segment of the Digital Life pie but as of yet there is no dominant player. There are three very strong multiplayer gaming offerings (Sony, Microsoft and Tencent) but as of yet none of them have...
Reply to this post This is the right time for Facebook to torpedo Twitter. Facebook’s Live Video offering which allows users to broadcast themselves to their friends and followers is being moved from just celebrities into advanced testing with real iPhone users. Clearly, the stage is set for this feature to be offered as just...
Reply to this post Microsoft faces a dilemma with a Surface Phone. The next release of a mobile device by Microsoft should give a clear indication of what Microsoft’s intentions are when it comes to its struggling consumer ecosystem. There has been a premium, metal based device in the works for some time but this...
Reply to this post Removing the headphone jack could hurt replacement sales. I am pretty certain that Apple is considering whether or not to remove the headphone jack but actually taking this drastic step is far more dangerous than one would think. The headphone jack is a 3.5mm wide hole on every smartphone and tablet...
Reply to this post JK Shin can leave with his head held high. Samsung has reshuffled management at its handset business in a move that I think has nothing to do with performance and everything to do with an orderly transfer of power. When one looks at Samsung’s financials on an annualised basis it is...
Reply to this post Reactive and defensive needs to become proactive and offensive. Sony has made a move in the right direction but the next steps will be bigger and much harder. Sony has responded to the news that a remote play app. will be available from developer Twisted for PCs (see here) by announcing...
Reply to this post Monetisation is hard. Expansion is even harder With growth in the smartphone shipments slowing fast and tablets in negative territory all eyes are turning from user acquisition to monetisation and expansion into other areas of Digital Life. I believe that there are three stages for a Digital Life start-up: One. Get as...
Reply to this post Stagnation puts an 87% hole in the valuation. In 2014, Xiaomi was growing very rapidly, had a valuation of $45bn and there was talk of an IPO being done at $100bn. Consequently, it could afford to splash-out on the best components as no one cared whether Xiaomi was making any money...
Reply to this post Sony needs to embrace the hackers not shut them out. How Sony reacts to software developed to allow remote play of games on the PS4 will give a good indication of how well Sony really understands the market that it is trying to address. A software developer known as Twisted (see...
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.
HERE & Autos – Ejector seat.
Reply to this post HERE will be key to ejecting Apple and Google from the car. The three German automakers (Audi, BMW and Daimler) have closed the deal with Nokia and are now masters of the 6,500 strong mapping organisation HERE. The new owners are committed to HERE remaining an open and independent company and...