Reply to this post New Xbox hardware enhances cross device strategy. Ahead of E3 2015 (June 16-18), Microsoft has released a revision of the Xbox One and hardware that takes further advantage of the cross device opportunity. Microsoft has launched a new Xbox One where the storage has been upgraded to 1TB (a major gripe...
Reply to this post Apple targets Spotify, Rdio, Pandora and Flipboard at WWDC. Apple Music was the biggest event at Apple’s developer conference where incremental updates to its operating systems and Apple Pay UK were also launched. With the exception of Apple Music and News, almost all of Apple’s announcements were incremental in nature. OSX...
Reply to this post HTC has all the hallmarks of death by a thousand cuts. HTC has warned on Q2 15E sales and profits as it is clear that the M9 has not fared nearly as well as the company had hoped. Q2 15E revenues / gross margins will now be NT$33bn-NT$36bn (NT$34.5bn) / 19.0%-19.5%...
Reply to this post Cuts are a sign of being out of ideas. Yahoo! has announced a series of changes and service reductions that further increase my concerns regarding Yahoo!’s ability to execute on an ecosystem strategy. Yahoo! has announced on its Tumblr blog that it will cease support of older versions of OSX and...
Reply to this post Samsung is rapidly becoming a component company again. Demand for the Galaxy s6 is reasonable but unfortunately it does not appear to be nearly good enough to return Samsung to profit growth. In January 2014, Samsung gave up all of its ambitions to compete in the ecosystem (see here) and instead...
Reply to this post Success in AR will be supported by three factors. Virtual reality (VR) is at last starting to make an impact on the general consciousness but I think that it is augmented reality (AR) that has the best chance of really taking off. VR creates an entirely artificial world while AR superimposes...
Reply to this post Tidal at risk of being swamped by a wave of bad press. Tidal is a music streaming offering backed by Jay Z and other artists that launched with much fanfare at the end of March but it looks like the offering is already in serious trouble. Following a rocky launch where...
Reply to this post Makers of medical equipment need not fear yet. As Apple is tweaking how the Apple Watch monitors the user’s heart rate, it becomes abundantly clear that health wearables are far from being able to challenge the medical devices industry. Most wearables that track heart rate do it by measuring the absorption...
Reply to this post Without distribution Google’s innovations have negative value. Google launched a whole raft of new innovations at its 2015 I/O developer conference but omitted to address the elephant in the room. I am referring to Google’s inability to control the distribution of its Android software. This problem is so severe that in...
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.
Facebook – Game on
Reply to this post Facebook finally moves into games. After opening up its Messenger API to third party developers a few months ago, the first game has appeared which could be the beginning of earning a return on messaging and especially WhatsApp. The first game is free and is called Doodle Draw which is essentially...