Lyft’s IPO is a rod for its own back Lyft’s IPO document reveals a company that I think will give its founders joy and validation when they ring the Nasdaq...
Finally, some good news for Google. Smart speaker shipments for Q4 18 show that Google has made up some ground on Amazon, but it has a very long way to...
A race not worth winning. With Mobile World Congress just around the corner, the focus for the next week or so will be back on 5G as this will be...
Google fails again to close on Alexa. While Google is rapidly increasing the number of skills available for the assistant, it has failed to materially close the gap on Amazon...
From revenue to cost. All is not well at Didi as a restructuring of the company is a sure sign that targets are not being met which is certain to...
Amazon goes vertical. Amazon has moved to cement its grip on the smart home with the purchase of the WiFi router company Eero that should make the smart home much...
Pressure on Valve could lead to pressure on Google. Valve is resorting to underhand tactics to undermine Epic’s competition on the PC in another sign that the app store business...
The labels won’t go quietly into the night. Spotify reported its first-ever profit and underscored its move into podcasts but the fall in the share price just serves to underpin...
In this business, it pays to be big. Alphabet Q4 18 – Outside the doghouse. Alphabet reported good Q4 18 results, but rising costs and an increasing fear of privacy...
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 – Smokescreen
Under the rhetoric, very little changes. While Zuckerberg’s manifesto (see here) implies that a huge overhaul is on the way, the reality is that very little is going to change....