Snap is heading towards value territory. Snap reported Q3 2022 results that missed expectations slightly but the resulting crash in the share price is a clear indication that the valuation...
Matter only goes so far. The new Matter standard has the potential to end the fragmentation and incompatibility of the smart home but even with all of the big digital...
Missed the connection. Meta headlined its Connect 2022 event with its new pro-headset but its real message was completely lost meaning that what Meta is really doing in the Metaverse...
X is the only place to go. Much has been made of Mr Musk’s plans to create a super app called ‘X’ with Twitter as its starting point, but the...
The USA goes beyond semis in its war on Chinese technology. The USA is about to ramp up the pressure still further on China’s semiconductor industry which marks a departure...
Musk caves. Elon Musk has realised that he is very likely to lose his court case against Twitter meaning that he has again offered to buy the company for $44bn...
China may be the dark horse in Q4 2022. The technology sector is battening down the hatches for a rough Q4 2022 with the only bright spot potentially being the...
Inflation undermines users’ willingness to pay. It looks like up to 25% of US subscribers to Netflix are considering leaving the service not to join a competitor but mostly because...
Ada Lovelace emerges from history in Nvidia silicon. Nvidia has announced its 3rd generation RTX architecture as well as a series of solid but not revolutionary updates to the platforms...
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.
Meta Platforms – Knives out
Meta’s corporate governance is becoming an issue. The activists are starting to come out of the woodwork voicing their dissatisfaction with Meta, but the reality is that unless they convince...