Reply to this post Music is now incidental to Spotify. Spotify is moving beyond the simple delivery of streaming music in order to keep ahead of its competition. It has added Seed Scientific to its portfolio of data analysis assets that already includes The Echo Nest that Spotify acquired in 2014. Both of these companies...
Reply to this post I struggle to see a recovery at BlackBerry BlackBerry reported weak Q1 15A results as the hardware business continued to drift southwards and the software business was unable to take up the slack, Q1 15A Revenues / EPS were $658m / LOSS $0.05 compared to consensus of $684m / LOSS $0.04....
Reply to this post Making Windows 10 free is a net benefit. The last remnant of doubt has been removed as Microsoft has confirmed that anyone who wants a free copy of Windows 10 will be able to get one. The only requirement appears to be the installation of the Windows 10 beta version prior...
Reply to this post Stop Press. Apple has now reversed its position and will now pay the labels for music streams during the trial period reverting to the percentage model when users convert from trial to paid. I suspect that Taylor Swift will now allow her album 1989 to be streamed by Apple Music. This...
Reply to this post Android will probably make things worse. If the leaks are right, BlackBerry could shortly launch a new device that is based on Android rather than BB10. The device is thought to have a 5.4” display, 3GB RAM, quad core Snapdragon 808 processor and an 18MP rear facing camera. It will also...
Reply to this post Apple Watch is an experiment that isn’t really working. For the first time in many years, a new Apple device is available on the second market and many sellers are not aiming to make money. Typically huge demand and limited supply means that Apple devices are sold on the second market...
Reply to this post Windows 10 is not about the user experience. The noise around Windows 10 is likely to be all about improvements being made to the user experience but it is what is under the hood that is really going to make the difference. At the E3 gaming conference there is plenty of...
Reply to this post Microsoft uses the ecosystem to take the initiative. After failing to excite at E3 in 2014 and being soundly thrashed in 2013, Microsoft has finally taken the initiative from Sony by taking Xbox places where Sony will really struggle to follow. Microsoft’s announcements this year are all about using the assets...
Reply to this post Costolo was not the source of Twitter’s problems. Twitter CEO Dick Costolo has bowed to pressure and resigned but in my opinion his leaving solves nothing. The initial reaction was to put the stock up 7% but when interim (and maybe permanent) CEO Jack Dorsey stated that there would be no...
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.
Microsoft – MS Phone home.
Reply to this post There are signs that Microsoft may be backing away from phones. Following the executive re-organisation last week, Microsoft’s new mission statement contains enough ambiguities to make me think that it is contemplating getting out of phone hardware. The new mission is to “empower every person and organisation on the planet to...