Netflix is now a studio. A great set of results was disfigured by slower user growth as price increases and the verticalisation of the content industry means that Netflix must...
All downhill from here. The move by MoviePass to suspend its service for a few weeks is almost certainly a sign that the end has almost arrived for an ambitious...
The rebellion gains steam. The challenge to the existing status-quo when it comes to revenue sharing for app stores is gathering pace and sooner or later Valve, Google and eventually...
Apple’s response is unlikely to hold water. Apple is just one of a list of larger US tech companies under scrutiny by EU competition authorities, but I think its response...
Streaming goes after broadcast radio. Spotify has launched a radio-like product that is a niche add-on for now but if successful will challenge the existence of broadcast radio in the...
PewDiePie follows Epic Games in undermining the supremacy of Twitch and Google. The first credible challenge to the dominance of Twitch and YouTube has arisen as YouTube’s biggest creator (PewDiePie)...
Snap needs Facebook to slip to mount a comeback. Snap’s 1st developer conference revealed a move into gaming as well as a strategy to prevent the rampant copying of its...
New services a drop in a big blue ocean of hardware. In the face of stagnating hardware revenues, Apple has brushed up its services portfolio that have almost zero chance...
Apple needs 2.1bn paying subscribers to make it a services company. Apple will launch its new video service today, but it is very unlikely to ever be big enough to...
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.
8K & 3D – The long hard road.
One runner left It has been clear for several years now that the only 3D visual entertainment system that is going to work in the home environment is one without...