Its hero not zero MWC emerges from the dark tunnel of the pandemic and its attendees are happy to see the sunlight once again. I think the GSMA will be...
Zero or Hero Mobile World Congress returns in earnest in 2022 which will prove to be a real test of how much damage the lockdown and video conferencing has done...
Priced for stagnation Alibaba reported reasonable results but heavy investments, competition and China’s restrictive zero COVID policy are hurting both growth and profitability in the short term. I think that...
Chinese regulators come out swinging for round 2. It looks as if another round of crackdowns is about to be launched upon the Chinese technology sector and it is Tencent...
The first example of “build the wall”. With the strategic rivalry between the West and China rapidly evolving into an ideological struggle (see here), new technologies that emerge are likely...
Roblox suffers a big hangover from the COVID party. Another Metaverse darling is struggling with slower growth underlining that the Metaverse is many years away making it un-investible for all...
Sea is in for further rough weather. Sea has taken a big hit as India has banned its most popular game, Free Fire, creating the concern that the growth of...
MoviePass is back with another hare-brained wheeze. MoviePass has returned to life under its original founder with an idea to create a token-based marketplace for cinema coupons but how it...
Twitter Q4 2021 – Social graph. Twitter has managed to avoid the depredation of Apple’s privacy features underlining that while Twitter is a niche offering, it executes on that niche...
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.
MWC 2022 Day 2 – Absent is good.
5G non-entity 5G is missing in action at its own show but in many ways, this is a good thing. It means that there is no real controversy, problem or...