Games are about loyalty for now. Netflix has launched a suite of exclusive games for mobile devices that will be soon made available to Android users but the service will...
This is not about money. I think that Google is hoping to use the parts of the previous ruling that were favourable to Apple in order to set a legal...
Amazon Game Studios sees some traction at last. Amazon has had a torrid time with its fledgling game studio, but its recent release is seeing good traction with gamers but...
Epic lands a blow but not the knockout it was looking for. The verdict is a big win for Epic Games when comes to money, but Epic has failed to...
There is much worse ahead. Although the real regulatory hammer has yet to fall on Tencent, it is being hit far harder than I expected in other areas meaning that...
The real hammer has yet to fall. There is more bad news for Tencent as regulatory tightening is further restricting its gaming business but the real hammer that decimated Ant...
Peloton finally gets one right. Peloton’s move into virtual cycling games should provide some exclusivity for its bikes which if taken to its logical conclusion may help cushion the company...
The outcome is likely to be somewhere in the middle. The first stage of this battle is over as the judge has retired to consider her decision, but it looks...
Long term prospects but wait for a dip. Roblox has the potential to morph into something far more interesting than it is today, but a large cash flow crunch when...
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.
Tencent Q3 2021 – The overhang
Regulatory overhang remains. A slow down in growth at Tencent was mitigated somewhat by international expansion but could hide the fact that the regulatory spectre still looms large over...