The injunction has teeth. In a surprising admission of weakness, Apple has admitted that if the injunction remains in force, it will be forced to settle with Qualcomm which I...
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...
Even at $15 per unit, the impact is catastrophic. Google’s price list for its apps minus Chrome and Search is an indication that the economics of the EU remedy are...
$25 per unit will shatter what little profitability there is. Google is set to change its licensing practices in Europe such that Google apps will be unbundled from both Google...
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), but their numbers are so...
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...
EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that it considers illegal when it...
Google’s long arm extends into feature phones. The hopes of handset makers and operators wishing to escape from Google’s clutches in emerging markets have been dealt a blow as...
KaiOS works better than Android at the lowest end. Google is having another crack at social networking and an important part of its success could end up being dependent...
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. V.
Better products, not ineffective regulation needed. The regulations being imposed upon Google by a seemingly hapless EU appear to be having the opposite effect to that intended in yet another...