Reply to this post Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class offerings for enterprises and knowledge...
Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the year to come as its...
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...
Reply to this post Only scale slows growth. Spotify reported maiden results that met expectations but disappointed the speculators who have driven the stock up...
Reply to this post Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...
Reply to this post Google alliance shutters ecosystem aspirations. With one stroke of the pen, Fitbit has most likely consigned itself to becoming yet another...
Reply to this post Profitability limit is a shot in the foot. Voluntarily limiting one’s ability to make money for shareholders is not the wisest...
Reply to this post There is worse to come. Facebook reported excellent Q1 18 results, but in my opinion, has yet to experience the impact...
Reply to this post Long life may not bring prosperity. Data being gathered on Tesla’s battery performance is pointing to a range of 500,000 miles...
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.
Google i/o – The meh factor.
Reply to this post A rather subdued affair. Android P offered up such marginal improvements that Google was forced to rely on previews of long-term...