The future of Grubhub is still bleak. Grubhub has decided to sell itself to Just Eat Takeaway rather than Uber in a move that cited regulatory risk but in reality,...
June 11th 2020: Radio Free Mobile updates its COVID-19 Webinar – Musical Chars to take account of developments in the pandemic, economy and technology sector since the beginning of April...
Public transport’s loss is e-bikes’ gain. The aversion to asset sharing is likely to persist for as long as there is no reliable vaccine (evidenced by the sudden spike...
All priced in. Zoom reported very strong Q1 2020 results on all levels as far more customers than expected paid up for the service amid the flood of free users...
Quibi looks doomed to fail. The early figures for Quibi are very disappointing which the company is blaming on the pandemic lockdown which I find very surprising as everyone else...
Microsoft is determined not to make a mess of this generation. Microsoft is still licking its wounds from being trounced by Sony in the last console generation but is showing...
TikTok needs independence to remove the growing regulatory risk. TikTok has joined Huawei as one of only two Chinese technology companies that have enjoyed great success in markets outside of...
Meituan invests to accelerate adoption. Meituan Dianping reported good results as revenue fell less than expected and has picked up quickly following the re-opening of the Chinese economy. However, the...
Clearly, Fortnite has not had a good lockdown. Epic Games has caved into Google and is making Fortnite available in Google Play (see here) in a clear sign that growth...
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.
ByteDance – Tidy and focus.
ByteDance is moving from growth into monetisation. ByteDance is showing signs of moving into the next phase of its life cycle which involves tidying up loose ends and moving to...