Snap survives TikTok. Snap reported good Q1 2022 results that were more impacted by Russia than they were by TikTok raising the possibility that TikTok’s incursion into Western markets may...
Hubris mars credibility. Tesla reported great results but then marred its improving credibility by making unrealistic predictions about robotaxis that it has no real hope of fulfilling. Q1 2022 revenues...
Netflix pays the price for its high multiple. Netflix reported its first subscriber decline as the cost of living crisis is forcing users to tighten their belts which triggered a...
Poison pill is a lawsuit waiting to happen. Twitter’s board has adopted a poison pill in an attempt to block a take-over by Elon Musk in what could easily be...
It becomes clear why Mr Musk refused a board seat. Elon Musk’s bid for Twitter appears to be more about his definition of free speech than financial investment as at...
Activism compounds a legion of problems. Peloton is now under assault by an activist investor who makes both fair and unfair criticisms of Peloton which make the task of turning...
The Holy Grail of blood pressure is delayed. It looks as if Apple is delaying its plans to include blood pressure monitoring in the Apple Watch for two or three...
Spare parts is not a fix. Google will make spare parts for its Pixel phones available for DIY repair and while this will be generally well-received, it does nothing to...
Enterprise Metaverse is now. Almost all of the limitations that are going to prevent the Metaverse from taking off any time soon are much less relevant in the enterprise meaning...
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.
Twitter – The price of free speech pt. III
Musk gains the upper hand but at a price. Elon Musk is getting closer to acquiring Twitter but he still needs to deal with the poison pill and the level...