Libra has been neutered by its opponents. Libra is expected to finally launch early in 2021 but Facebook is having to make so many concessions to the forces that are...
The smartphone market is the elephant in the room. India has continued to express its unhappiness with China in a dispute which could end up hurting Chinese companies a lot...
Honor is unlikely to escape. The last 18months have seen a game of cat and mouse between the US Department of Commerce and Huawei but this is quickly coming to...
Microsoft pulls out the big guns. Microsoft is going after Zoom using its balance sheet, but it will need to further improve its user experience if it wants to knock...
It all comes down to the valuation. Airbnb has weathered the pandemic with exceptional management execution proving that it is a good company but whether it also is a good...
Another reprieve-in-name-only. Apple has given some more ground on its hotly-contested App Store fees, but this move is an attempt to split its opposition and save some face while ensuring...
Apple crushes the competition. Even accounting for the “Apple fanboy” element of the tech press, the new M1-powered Macs are delivering pretty much everything that Apple promised meaning that Intel,...
Only a joint venture makes any sense at all. While it makes complete sense for Uber to get rid of its autonomous driving activity and start again, I think Aurora...
Apple potentially does some real damage. With its new Macs, Apple has made some very bold claims for the performance and power efficiency of its new M1 chip but if...
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.
Zoom FQ3 2020 – Great company, terrible stock pt. II.
Great results but uncertain outlook. Zoom produced excellent Q3 2021 results but the burden of free users has finally hit profitability which together with an admission of slowing growth calls...