Emmy Nominations again signal the death of cable TV. The 2018 Emmy nominations (see here) are out and for the first time, it is one of the streaming services that...
Reply to this post Old chestnut software problem is back. Sony is intending to change its stars by moving away from hardware towards content and...
Reply to this post This could be the end of Tidal. Tidal has received allegations of serious misconduct which if proved true, are likely to...
Reply to this post Only scale slows growth. Spotify reported maiden results that met expectations but disappointed the speculators who have driven the stock up...
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 Spotify auto speaker is another wake up call. Spotify releasing a music player for the vehicle is an attempt to push back against Apple Music in...
Reply to this post 5G could be an extinction level event for cable TV. The latest surveys are suggesting that fast internet is one of...
Reply to this post MoviePass has to track to survive. Unless MoviePass tracks its members and is able to monetise the data that they generate,...
Reply to this post Improvement masked by debt slip-up. Spotify will be going public in a somewhat unorthodox fashion next month, but the financial position...
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.
Cable TV – Sword of Damocles pt. VII
Cable cedes users to a combination of streaming and OTA. The usage of digital antennas to receive over-the-air broadcast TV is continuing to rise in yet another sign that the...