The assault on the labels begins. Spotify has formally launched what I think is the first element of a strategy that will see the obsolescence of the record labels resulting...
More excited about its pipe than the contents Verizon reported good Q3 18 results headlining with 510,000 smartphone post-paid net adds, 5G and 6% YoY revenue growth and playing down...
Google, & Co. have their tentacles in almost everything that’s “free” RFM’ use of Google as the developed market’s benchmark for monetisation gains greater foundation as it turns out that...
Yet another AI red flag. Another small slip-up by Facebook reveals just how challenging its AI problem is and why it must continue to hire humans to do the jobs...
G+ failure saves Google from major problem. Google is finally shutting down its attempt at competing with Facebook in Social Networking following a security lapse which, due to the inactivity...
WhatsApp interoperability is a glaring omission. Facebook has launched its first piece of hardware which aims to drive engagement with Facebook’s Messenger platform but its lack of interoperability with WhatsApp...
Forced sale creeps closer. Snap has sent a memo that inadvertently admits that its business model is fundamentally flawed that I think can only lead to the company being forcibly...
TME is different. It makes money. Tencent Music Entertainment is no Spotify or Apple Music but it has many more users than both of these put together and critically, it...
A quiet integration should be going on in the background. In light of recent issues, Tencent has announced a re-organisation that I think offers a golden opportunity to fix a...
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.
GOOG, AMZN & SNAP – 3 Black marks
AMZN & Snap struggle. GOOG is just fine. Performance relative to expectations drove the earnings of Amazon, Google and Facebook obscuring that at least in Alphabet’s case, the results themselves...