Good luck and good timing give great results. Microsoft is backing away from bundling Teams with Office 365 which I expect will have no impact at all on its use...
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the new AI crowd and so...
Three segments. Three stories. Shopify and Cisco reported wildly differing results which combined with economic stimulus sets up 3 divergent themes for the technology sector in 2023. Shopify reported Q4...
Microsoft goes back to square one. Microsoft has shut down its enterprise Metaverse strategy in a move that can only mean that what it had was going nowhere and that...
The inevitable slowdown. Microsoft reported good results that were spoilt by a slowdown in the cloud meaning that growth going forward is going to be lower which in turn raises...
This is not a simple $10bn investment. Microsoft is deepening its ties with OpenAI which looks to me to be mostly about cementing Azure’s edge over AWS in that Microsoft...
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the category where there is the...
The enterprise is where the immediate action will be. With both device sales and gaming revenues likely to decline this year, the consumer Metaverse theme remains uninvestible, leaving only the...
Consumer is in trouble. Zoom reported results that show that the pandemic boom is well and truly over and while the valuation has returned to levels that one could consider...
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.
Palantir Q1 23 & Lucid Q1 23 – Moody market.
Palantir and Lucid together demonstrate the mood of the market. Palantir Q1 2023 – Generative AI use case. Palantir reported an excellent set of results reinforcing the view that it...