Reply to this post Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on the Chinese market by bidding $3.5bn for the 81.7% of Youku that it does not already own. Youku is the Chinese equivalent of YouTube and has around 500m active users compared to Alibaba’s core e-commerce...
Reply to this post The future for many could be subscription. Axel Springer, the owner of the highly popular, advertising funded tabloid website has said that its visitors must either turn-off advertising blockers or pay €2.99 per month to see content without advertisements. This brings to a head an issue that has been simmering for many...
Reply to this post Video on Facebook is just the beginning. Facebook’s plans to unseat YouTube dominant position as a repository for video content are well developed and for the first time, Google must look to its defences. Video is just the beginning as RFM research strongly indicates (see here) that Facebook is in fact...
Reply to this post Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre, IoT and memory all helped to offset the ongoing weakness in PCs. Q3 15A revenues / EPS were $14.5bn / $0.64 slightly ahead of consensus at $14.2bn / $0.61 as...
Reply to this post Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC, Dell seems to be using this opportunity to again explore getting rid of the PC business. This makes complete sense as it is clear that Dell now wants to become...
Reply to this post Dedication and focus needed to reach the big pond. It is important to run a tight ship but simply cutting jobs is often the action of a company that does not know what else to do. It looks like Jack Dorsey’s first action as the permanent CEO of Twitter will...
Reply to this post Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm has made an entrance in conjunction with partners Mellanox and Xilinx. With growth rapidly declining in smartphones, tablets in negative territory and MediaTek aggressively attacking at the high-end, Qualcomm has...
Reply to this post Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and the easy compares to 2014 banished the negative headlines. Preliminary Q3 15A revenues / EBIT will be KRW51tn / KRW7.3tn compared to consensus at KRW50.6tn / KRW6.7tn and RFM at...
Reply to this post Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still think that Microsoft if missing a trick when it comes to re-inventing the PC. Microsoft launched a new Band, 3 Lumia devices, the Surface Pro 4 and its first laptop,...
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.
Apple Music – The power of default
Reply to this post Pre-installation and default remain very powerful. The latest figures from Apple on its music service are better than I thought they would be given the substantial weaknesses that still exist when comparing the service to market leader Spotify. Apple Music now has 15m users of which 8.5m (56.6%) are on the...