Netflix robbed Peter to pay Paul. Netflix reported good results, but it turns out that the very strong subscriber numbers in H1 2020 were mostly due to pulling forward user...
Google investment clarifies intentions. Jio Platforms now has both Facebook and Google as investors indicating that Jio’s strategy is not to create a digital ecosystem of its own, but instead...
If you can’t beat them, join them. Sony’s investment in Epic Games finalises the end to any ecosystem that it intended to build and from here on we are going...
Little suffering from the current ban. The notion that the current ban in India is going to cost ByteDance $6bn in revenues sounds to me like a piece of 3rd...
Ban is meaningless without further action. India’s banning of 59 Chinese apps including TikTok and WeChat is a ban that will have very little effect without further government action making...
Google & Co. out. Rivals in. VW has confirmed its solo strategy when it comes to vehicle software, but it will need co-operation with other vehicle makers if it wants...
Epic Games builds a war chest for bargain hunting. Epic Games is raising $750m at a mooted $17bn valuation from T Rowe Price and Baillie Gifford, as well as existing...
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...
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,...
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.
TikTok – Ticking clock.
Any move needs to happen fast. The fact that TikTok is not that difficult to emulate shows that its real asset is its network of users which is why it...