Weak markets don’t matter that much. Life is not great in The Metaverse at the moment as shipments are expected to almost halve in 2024 but in the grand scheme...
Unity gambles with its market position and brand. Unity’s financial requirements have led it to alienate its customers which if left unresolved could cause its dominant position to erode and...
Apple makes lemons from lemonade. The master of marketing will be at work drumming up excitement via increased scarcity for a product that has no long-term future in this iteration...
Apple plants its flag in The Metaverse. Apple has announced its play for The Metaverse but by going at least 3 years early, it has been forced to make some...
The generative AI elephant is likely to be ignored. All of the attention will be on Apple this week where it is almost certain to make a play for the...
Meta will get more out of WWDC than Apple. Meta has crashed Apple’s party with the launch of the Meta Quest 3 which is almost certain to outsell Apple’s unit...
Will he or won’t he? Tim Cook’s change of tone combined with endless leaks suggest that a Metaverse device is imminent however it still makes no sense to launch now...
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the Metaverse may well eat up...
Expectations and sentiment continue to worsen. The reduction in PlayStation VR2 volumes for 2023 does not come as a huge surprise as the Metaverse is very far from being ready...
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.
Unity – Russian roulette pt. II
Unity puts down the revolver. Unity has realised that developers are the life’s blood of both its business and its long-term potential and has greatly watered down its plans to...