A chink appears in Google’s iron control of Android. For the first time, there is a real threat to the dominance of the Google Play store on Android devices which...
Short-term pain for long-term gain. While the move by the Chinese regulator is hurting Tencent badly right now, greater regulation will, in the end, work in Tencent’s favour by keeping...
Gaming makes more sense than video. Snap’s beleaguered attempts to move beyond its instant messaging service have taken another turn with a potential move into gaming. Given that the...
Reply to this post Sony is gifting Microsoft a big opportunity. Sony does not seem to have learned from the destruction of its personal music...
Reply to this post Better late than never. The biggest move at this year’s E3 gaming conference was Microsoft which may be finally moving to...
Reply to this post Forward indicators for games look tough. Gaming had a good 2017 on mobile devices, but the data is pointing a rapid changing of the guard in...
Reply to this post Sony looks to be risk of another historic loss. Sony’s apparent refusal to allow multiplayer gaming between the PS4 and Xbox...
Reply to this post HTC Vive loses out to Oculus. While penetration of VR units in the gaming community remains pathetically low, Oculus has edged...
Reply to this post Angry birds fly the coop. Rovio’s dependence on Angry Birds has been thrown into sharp relief as the fading popularity of...
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 – Game off.
Tencent needs all its regulatory expertise. Tencent’s regulatory woes look set to continue for some time to come, meaning that the outlook for the next few quarters remains difficult. Tencent...