Google – The rule of 99.9%.
75% of almost zero is still almost zero. Google is making some noise about how quickly Pixel users are upgrading to Android Pie (version 9),...
Zynga – In play.
Mobile gaming is much trickier than it would appear. Zynga appears to be attracting interest for acquisition (see here), but I think that the notion...
Apple – Upward mobility
Verticalisation remains the way forward for now. Apple’s verticalisation continues with its semi-acquisition of Dialog Semiconductor making a lot more to unravel when the iPhone...
Google – Silver lining
G+ failure saves Google from major problem. Google is finally shutting down its attempt at competing with Facebook in Social Networking following a security lapse...
Google – The engagement game
Google seems to be going for engagement, not shipments. Google’s new features are almost all software based and the fact that many of them will...
Facebook – Portal to prosperity?
WhatsApp interoperability is a glaring omission. Facebook has launched its first piece of hardware which aims to drive engagement with Facebook’s Messenger platform but its...
Snap – Falling knife.
Forced sale creeps closer. Snap has sent a memo that inadvertently admits that its business model is fundamentally flawed that I think can only lead...
Amazon vs. Google – Battle for the smart home pt. XII.
Amazon gains a short-lived edge over Google. Amazon is enabling its skills to talk to one another in a move that will greatly enhance the...
Tencent Music – Money matters.
TME is different. It makes money. Tencent Music Entertainment is no Spotify or Apple Music but it has many more users than both of these...
About Me
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 – Toothless in Europe pt. IV.