Samsung Electronics Q1 20 – Cloud rescue. Samsung has reported good Q1 2020 results where the clear indication is that demand for memory, storage and other silicon chips for the...
An equity raise will be brutal. I have very little doubt that Airbnb will survive this crisis but there is very little visibility in terms of how much value the...
Amazon and Microsoft are in pole position. The COVID-19 pandemic is making both temporary and permanent changes to the way the economy works but picking the beneficiaries is much more...
SoftBank is likely to have to sell more assets. SoftBank is in an increasingly tight spot as many of its portfolio companies are in trouble and need cash injections right...
2020 likely to be a very difficult year. Huawei has done an excellent job of weathering the storm in 2019 but the tidal wave in 2020 is likely to overwhelm...
Risk that many partners don’t come back at all. Meituan-Dianping reported good Q4 19 results that no one really cared about with all attention being placed upon how this company...
The sharing economy is in meltdown. I think that it is extremely unlikely that SoftBank will become insolvent but a continued decline in confidence in its business model and potential...
P40: Another triumph that won’t sell. Huawei has launched its latest flagship, the P40 which has all the bells and whistles but without Google Mobile Services, no-one outside of...
Upgrade demand could help 5G. Despite British Telecom’s denials and the efforts of the broadband providers in the USA, it is clear that the Internet is creaking under the strain...
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.
Digital Economy – COVID-19 Smartphone Impact
Usage increase that will be hard to monetise. There has been a large increase in smartphone usage, but I think that a lot of companies are going to struggle to...