China does Facebook et al a favour. China’s move to obstruct the sale of the international operations of TikTok is a self-defeating move that increases the likelihood of TikTok being...
A rush of IPOs is a warning signal. The sudden rush of technology IPOs is indicative of a sector where valuations are becoming stretched and which bear little resemblance to...
Apple is somewhat on the backfoot. Apple and Epic have both upped the ante in their fight over app store fees, but there are signs that Apple is somewhat on...
No FOMO here. Alibaba reported good results as it continued to benefit from the same trends that have driven Amazon during the pandemic. Alibaba sells far more stuff than Amazon...
The tech war heats up. The White House has ratcheted up the pressure on China with the issuance of two executive orders that in Tencent’s case makes far more noise...
Has Samsung seen the light? Google and Samsung are in discussions that could see Google take over more of the core software functionality on Samsung devices making them more attractive...
This looks like an opportunistic investment for Microsoft. Microsoft is in talks to acquire TikTok that I suspect is more about an investment opportunity than a sudden newfound desire to...
Delivery Hero has its sights on global leadership. Delivery Hero is making the most of the hand that it has been dealt with revenue growth at 100% and heavy investments...
Jio has a window to fill the void left by China. The banning of Chinese apps in India has created a convenient vacuum for which there is a great opportunity...
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.
Zoom – Perfect pandemic.
Momentum crushes valuation. Zoom reported outstanding results driven by the work from home trend that has been triggered by the pandemic but as usual, the real question is whether the...