A large part of the show is likely to be missing in action. The pandemic is likely to have 2 main impacts on CES. The first will be to push...
Zoox promotes everything but its future. Zoox has unveiled a product and a service which has very little if anything to do with its long-term future. Zoox’s approach before its...
The sector’s “Semper Augustus” moment may not be far away. The current frenzy gripping the technology sector has nothing to do with the quality or fundamentals of the companies themselves...
The consequences could be serious indeed. If the FTC wins its case and forces Facebook to be broken up, the consequences for Facebook will be far more serious than the...
Salesforce picks off a weaker player. Salesforce is paying $45.52 per share (at Salesforce’s December 1st close) to acquire Slack, in a move that values the company just 18% above...
Great results but uncertain outlook. Zoom produced excellent Q3 2021 results but the burden of free users has finally hit profitability which together with an admission of slowing growth calls...
Libra has been neutered by its opponents. Libra is expected to finally launch early in 2021 but Facebook is having to make so many concessions to the forces that are...
The smartphone market is the elephant in the room. India has continued to express its unhappiness with China in a dispute which could end up hurting Chinese companies a lot...
Microsoft pulls out the big guns. Microsoft is going after Zoom using its balance sheet, but it will need to further improve its user experience if it wants to knock...
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.
Epic (& Facebook) vs Apple – A right Battle Royale pt. VI
Facebook wades in on its own account. Epic has added an important ally in its tussle with Apple but, as ever, Facebook’s participation is mostly about its own self-interest. Facebook...