There is only one king of e-commerce. Amazon may have a higher market capitalisation than Alibaba but when it comes to the amount of business transacted, it is dwarfed into...
For once, I agree with Facebook. Facebook has been hit with a fine from a UK regulator over the Cambridge Analytical issue which I think is both unjustified and demonstrates...
Internet Services can’t carry the can. Xiaomi reported good results but remains so dependent upon hardware from which it intends to limit its profitability, that it has very little hope...
Looks like its curtains for Cortana. Microsoft has received without a whimper a series of moves by Amazon that promotes its digital assistant Alexa over Cortana but now it has...
HelloFresh looks certain to crush Blue Apron. Blue Apron is in real trouble and, when compared to HelloFresh, it serves as a classic example of how important scale is in...
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...
Devices to hasten the demise Never one to miss a trick, both Amazon (see here) and TiVo (see here) are now offering set-top boxes that make combining streaming and OTA...
AI so dumb, it accepts ads from ISIS. Despite its rhetoric regarding its progress in the fight against fake news, even the most obviously fake placements still seem to be...
Reasonable numbers but tough outlook. Facebook Facebook reported reasonable results but I still don’t think that the market has fully appreciated the difficulty that the company is going to experience...
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.
Fixed Internet – Creeping obsolescence.
A Small light at the end of the 5G tunnel. The latest data confirms what RFM’s Digital Life Pie has been indicating for some time: namely that increasingly, mobile is...