The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises. Q2 14A Revenues / operating...
Microsoft’s understanding of the ecosystem is a big threat In the next generation console war, the first round has emphatically been won by Sony. The...
Microsoft is buying users and opportunity not electronic Lego. Microsoft has agreed to purchase Mojang, the games developer behind Minecraft for $2.5bn. Minecraft is...
Sony is still in a better position than many. Sony has reduced its FY2015E net profit forecast by JPY180bn ($1.66bn) due to the write down...
Amazon has done Sony and Microsoft a big favour by acquiring Twitch. Amazon has reached an agreement to purchase Twitch for $972m in cash. Twitch...
Bad results show the difference between consoles and handhelds. Zynga reported weak Q2A results and cut its 2014E guidance as new revisions of its flagship...
Sony must fix PlayStation if it is to hold onto its lead. Since the launch, PlayStation has systematically beaten Xbox One at every turn. On...
Microsoft is on the back foot going into E3 2014. So far in the competition to be the leading next generation console, Sony has won...
Sony and Microsoft need to head Google off at the pass. Google is absent from gaming which in my opinion is the single most important...
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.
Sony vs. Microsoft – Danger zone.
Sony’s advantage already looks to be at risk. Microsoft’s efforts to make up for the disastrous launch of the Xbox One are finally bearing fruit...