SoftBank is in urgent need of cash. Now is the worst time to try and sell anything and this move by SoftBank shows just how desperately it needs cash to...
Tencent gives little relief from virus uncertainty. Tencent reported good Q4 19 results but with all eyes focused on the economic impact of Covid-19 on the Chinese economy, Tencent’s lack...
ERRATUM: Corrects previous version which incorrectly stated that SoftBank has $2.8bn in cash (Q4 19) when the correct figure is $35.9bn. SoftBank goes into cash conservation mode. The dangers of...
Similar companies, different issues Amazon is going to suffer from all of the same problems that Alibaba has but is in a better position to mitigate the logistics impact. However,...
The biggest risk is a credit crunch. For the next few months, cash is going to be the single most important factor as only cash will allow affected businesses to...
No IPO but no chapter 11 either. The perfect storm of a large ramp in spending just as the Coronavirus kills its bookings are going to prevent any IPO this...
GeForce Now is in real trouble. It appears that streaming games is harder than it looks as Nvidia’s service, like Google Stadia, is in the kind of trouble that could...
Didi is a play on the whim of the state. The Coronavirus may lead the Chinese state to give Didi a bit of breathing space while the economy gets back...
Google is making more errors. In addition to issuing refunds and apologising to its users (many of whom feel duped (see here)), Google should also realise that its power in...
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.
Facebook, Google & The Fed – QE insanity.
It is raining money that does not exist. The scale of the insanity sweeping the market became clear yesterday as dire predictions for digital advertising were made and yet both...