All change at games? There has been chatter for some time that Amazon’s new CEO will put his stamp upon the company by cutting back on some of its stranger...
Tencent cheers its own demise. Tencent reported disappointing results in which it cheered the crackdown which has caused it so many problems and also declined to buy back any shares...
Nvidia builds barriers to entry. Nvidia is enhancing its claim to be the picks and shovels of the Metaverse and AI with the launch of its next-generation chips and services,...
Alibaba moves to support the recovery. Alibaba has increased its share buyback in a move that should help put a bottom under the recent rout, while Tencent is likely to...
The regulatory shadow mostly passes. China has moved to end the uncertainty that has been plaguing its technology sector with a statement that promises an end to the crackdown and...
Crushed by both USA and China. The Chinese technology sector is being crushed by both the American and Chinese regulators which may leave some like Didi, with nowhere to go....
Rivian makes excuses for its inexperience. Rivian reported bad Q4 21 results and went on to halve its production targets and blame it on the war in Ukraine which is...
After 20 years, corporate governance is once again a problem. 18 years ago, Ericsson’s corporate governance went from awful to not great but now with its latest blunder, the pressure...
Diamonds in the rough? Part of the MWC trade show is the 4YFN (four years from now) section where all the start-ups are to be found, most of whom have...
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.
Huawei – Window dressing
Huawei puts a brave face on it. Huawei reported 2021 FY results that highlighted just how badly the company has been hit by US sanctions despite an effort to dress...