Reply to this post Alibaba adds an offline vertical and cleans house Alibaba is yet again increasing its assault on the offline portion of the...
Reply to this post Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its efforts to turn around the...
Reply to this post Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results where a 14.5% increase in...
Reply to this post 2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good FQ2 18 results, but the...
Reply to this post The music labels strike back. It looks to me like intense lobbying by the music labels has resulted in the Copyright...
Reply to this post Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported dreadful revenue performance that almost...
Reply to this post Escaping content is a sign of real problems. Snapchat’s move to allow content to be shared outside of its app is...
Reply to this post The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app stores in China, Tencent has...
Reply to this post RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei for realising that it has...
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.
Baidu & Uber – Time to pivot
Reply to this post Both need to change to fare well. Baidu Baidu reported good Q4 17 results as it has put the tribulations of...