Epic and Apple both shoot themselves in the foot. Both Apple and Epic have done more damage to themselves than to each other as the confrontation rolls around into the...
Sync 4 is encouraging but there is much more to do. Ford Sync 4 is one of the most promising infotainment experiences I have seen from a manufacturer but despite...
SMIC becomes another political football. The possibility that SMIC is added to the entity list has hammered its share price and it may become another casualty in the ongoing trade...
The end result should be greater transparency for users. While Apple’s position on app tracking serves to perpetuate the myth that the internet is free, the inevitable response from developers...
The opposite of that which is intended. A proposal to cut app store fees to 20% in Russia but also force developers to contribute a further 30% to a fund...
Samsung inches towards a cure. Not only are Google and Samsung in discussions for Google to have a bigger role on Samsung handsets (see here) but there have been a...
Momentum crushes valuation. Zoom reported outstanding results driven by the work from home trend that has been triggered by the pandemic but as usual, the real question is whether the...
China does Facebook et al a favour. China’s move to obstruct the sale of the international operations of TikTok is a self-defeating move that increases the likelihood of TikTok being...
India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it is quite possible that the...
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.
Slack vs. Zoom – The uneven recovery.
Slack is not as essential as its valuation implies Comparing Q2 2020 for both Zoom and Slack is a strong indicator that the recovery is not that strong at the...