Google Maps or Google +? Google has at last decided to have a proper attempt at gaming but its record outside of its core competencies is not exemplary, begging the...
Many years late but maybe not too late. Microsoft should be thankful that everyone else in the games industry has also made a mess of mobile meaning that, while bringing...
Another strategic masterstroke from Epic Games. Epic Games is showing no signs of being surprised by Fortnite’s success and has made yet another brilliant move to oust what it sees...
Pressure on Valve could lead to pressure on Google. Valve is resorting to underhand tactics to undermine Epic’s competition on the PC in another sign that the app store business...
A new breed of digital ecosystem may rise. Fortnite is showing early signs of expanding from gaming and offering other Digital Life services leading to the possibility that it could...
Epic throws down the gauntlet to the app stores. In another direct challenge to the app stores, Epic has decided to launch its own app store for PCs, which if...
Both Tencent and Uber have some thinking to do. Uber Q3 18 Uber’s Q3 18 results show that it is not really capitalising on its dominance which increases my fear...
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 that buying Zynga will suddenly...
Sony gives in not a moment too soon. Sony has backtracked on its decision not to allow cross-platform play in Fortnite in a move that hopefully signals a change in...
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.
Epic Games. – 30/70 obsolescence.
Epic challenges the 30/70 revenue split. Not content to disrupt the status quo on Android (see here), Epic’s moves against Valve are bearing fruit sending a strong signal that the...