Usage increase that will be hard to monetise. There has been a large increase in smartphone usage, but I think that a lot of companies are going to struggle to...
Samsung Electronics Q1 20 – Cloud rescue. Samsung has reported good Q1 2020 results where the clear indication is that demand for memory, storage and other silicon chips for the...
Tencent gives little relief from virus uncertainty. Tencent reported good Q4 19 results but with all eyes focused on the economic impact of Covid-19 on the Chinese economy, Tencent’s lack...
GeForce Now is in real trouble. It appears that streaming games is harder than it looks as Nvidia’s service, like Google Stadia, is in the kind of trouble that could...
Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that Stadia is going it looks...
Trade war may end but tech rivalry is just beginning. Despite an easing of tensions on the trade front, it is clear that while the two are happy to trade,...
Better search but not assistant. Google is going to get even better at search which will improve its relevance with users and increase its dominance, but it won’t help in...
Quantum computing earns a place on the far horizon. Digging beneath Google’s characteristically effusive claims reveals a solid advance that significantly increases quantum computing’s claim to be the successor of...
Brute force only benefits Microsoft. Open AI is making a big bet on compute power being the answer to the limitations of AI in a move that I think will...
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.
Zoom Video Communications – Harsh Limelight
Short-term issues mask long-term promise. Zoom has been thrust into the limelight due to the current pandemic and as a result, its shortcomings (typical for any young company), it has...