Activism compounds a legion of problems. Peloton is now under assault by an activist investor who makes both fair and unfair criticisms of Peloton which make the task of turning...
Epic games strengthens its Metaverse silo. Most of the $2bn being invested in Epic Games will be used to build a version of the Metaverse that will bring together at...
Spare parts is not a fix. Google will make spare parts for its Pixel phones available for DIY repair and while this will be generally well-received, it does nothing to...
Enterprise Metaverse is now. Almost all of the limitations that are going to prevent the Metaverse from taking off any time soon are much less relevant in the enterprise meaning...
Metaverse will not save Meta from TikTok. There are signs that Meta’s push back against TikTok is flagging in a rare example of where a Chinese company is using technology...
Moving to subscription is going to hurt. Peloton is starting to move towards the subscription-based business that it always had to become but the legacy of hardware is hard to...
The regulatory pendulum swings back to the middle. Beijing has made a significant concession that implies that now that it has the private sector is firmly in its grip, the...
SoftBank – Arm IPO. Arm China is holding up the relisting of Arm and the less-than-ideal solution that SoftBank is proposing highlights again my view that SoftBank may be better...
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...
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.
Twitter – The price of free speech
It becomes clear why Mr Musk refused a board seat. Elon Musk’s bid for Twitter appears to be more about his definition of free speech than financial investment as at...