The loss of Firefox hurts image and more than revenues. Yahoo! and Mozilla have announced that Yahoo! will replace Google as the default search engine within the Firefox Internet browser. This change marks the end of the 10 year deal in which Google was the default search provider for Mozilla. Mozilla and Yahoo! have signed...
Cutting a few models does not address the problem. Samsung has confirmed that it will cut the number of smartphones that it launches in 2015E by 30% in an attempt to shore up profitability. It will also aim to increase its re-use of parts across its portfolio and thereby gain greater scale advantages from volume...
A deal with Aol would be great for the stock but bad for the company. The Aol and Yahoo! story is heating up again (see here) as Starboard has gone back into Aol and now has a reasonable stake in both companies. There is substantial value to be released in both companies and while putting...
BlackBerry now looks stable but commoditising fast Blackberry held an event in San Francisco where it unveiled the new version of its server product (BES12) and launched a partnership with Samsung for regulated industries. The new version of the server makes a number of meaningful improvements over BES10 that include: First: Seamless support for all...
Far more changes are required to meet the long term goals. Twitter made some bold promises at its analyst day giving investors some confidence and sending the shares up 7%. Firstly, a series of product announcements aimed at increasing engagement for logged-on users and casual visitors that include: Instant timeline. Gives new users and casual...
MCX is likely to fail unless something changes. The combined power of Apple and the major credit card companies is likely to exert so much pressure on MCX that something will have to change. Retailers have problems with credit cards. The credit card companies charge them a fee every time a card is used which...
Amazon Echo does nothing to address the big issues. As long as Echo is a great Bluetooth speaker it is unlikely to be nearly as big a disaster as the Fire phone. Amazon has initiated its latest experiment with the consumer with the launch of the Amazon Echo which is basically a Bluetooth speaker with...
Microsoft moves to cement Office’s dominance. Microsoft is moving to tighten its grip on the Digital Work ecosystem before anyone else can really get a decent foothold. Digital Work is the professional equivalent of Digital Life and describes the digital activities undertaken by users in the workplace and is measured by the amount of time...
Apple joins long-suffering Microsoft as a target for viruses. Apple has a difficult time ahead of it as I suspect that it is not best prepared to deal with the increasing number of attacks being aimed at its systems. For years, Apple has been virus-free for no other reason than the hackers could not be...
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.
Google – Flavour of China.
Getting back into China will be long, tough haul Google has been effectively absent from the Chinese market since 2010. With the growth of Internet use in China and ever increasing smartphone penetration, it is clear that this is a big revenue stream that is currently passing it by. Looking at the ecosystem opportunity, RFM...