Timing of a vaccine is critical. With the departure of Jack Ma and the completion of the Sprint, T-Mobile merger, SoftBank will sell down its core assets to cover a...
The USA further hardens its position. Others may follow. The US has moved to harden its stance against Huawei by closing a significant loophole revealing once again that Huawei is...
The vested interests will now be more against Libra than ever. The pandemic is substantially weakening the existing financial system meaning that Libra is more of a threat now than...
Tencent waters down expectations to prevent a big miss later in the year. Tencent reported good results as it benefitted greatly from millions of Chinese sitting at home, but also...
Uber taking out Grubhub is exactly what is needed. Uber has proposed to take over Grubhub which would create an entity slightly larger than DoorDash, setting the scene for intense...
The notion of a recovery is not as leftfield as I thought. Since the beginning of the pandemic, I have entertained the idea that automobile demand may be a late-stage...
Jio is making a play to finally create a home-grown digital ecosystem. General Atlantic and Saudi PIF look set to follow Facebook, Silverlake and Vista Equity Partners in investing substantial...
Uber is a master at numerical storytelling. Uber produced mixed results but has benefitted substantially from the pick-up in demand for food delivery which helped it to paint a rosy...
One winner and one loser from the pandemic. Peloton Q1 2020 – Hardware heroin. Peloton reported excellent results as the virtual gym trend is accelerated by the pandemic but its...
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.
Epic Games – Gritted teeth
Clearly, Fortnite has not had a good lockdown. Epic Games has caved into Google and is making Fortnite available in Google Play (see here) in a clear sign that growth...