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...
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...
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...
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 – Imperfect 10.
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...