Reply to this post Facebook intends to kill the YouTube star. Facebook reported good results and highlighted that while 2017 would be much slower, video...
Reply to this post iPhone benefits where Google could not. Apple released excellent results highlighting that contrary to my previous view, iOS has been the...
Reply to this post User indifference likely to drive further estimate cuts in 2017. Fitbit issued a horrible profit warning as users appear to be...
Reply to this post G Suite and Chromebook upgrades are too little too late. Functionality upgrades to the mobile version of G Suite (Office-like apps)...
Reply to this post Cloud and mobile drive 3 for 3. Alphabet Q4 16. Alphabet reported excellent results driven once again by mobile advertising but...
Reply to this post Gaming could save LINE but the focus appears to be elsewhere. LINE reported a difficult set of results which laid bare...
Reply to this post Where Alibaba crosses swords with its peers, life is much tougher. Alibaba reported excellent FQ3 17 results as growth in the...
Reply to this post Snapchat looks more like Twitter than Facebook. Snapchat appears to be intending to focus on engagement metrics to justify its $20bn-$25bn...
Reply to this post Half a million is good but not enough. Latest data from Wave 7 is implying that Google devices have done better...
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.
Snap Inc. – Pain not gain
Reply to this post I see only pain for investors paying $22.5 at the IPO. $20bn – $25bn is at least 32% too much to...