I am not convinced that Facebook is paying anything. Facebook has struck a 3 year deal with News Corp (see here) to “pay” for the Australian news that hosts on...
Facebook outplays the Australians in leveraging its network effect. Facebook has scored a big win in arriving at an agreement with the Australian government regarding paying for news from Australian...
8K pricing seems to be falling off a cliff. If CES and Samsung are anything to go by, the 8K product cycle looks set to be a financial disaster as...
For once not too much is being demanded. Kuaishou is no ByteDance but this has forced it to pivot into other areas where there is little competition and where the...
$1.4bn goes up in smoke. Quibi has bowed to the inevitable and decided to close its doors which should serve as a warning to investors who seem willing to pour...
Disney goes all-in on streaming as it should. The pandemic and the success of Netflix have pushed Disney to reorganise its entertainment division resulting in it going all-in on streaming....
Netflix robbed Peter to pay Paul. Netflix reported good results, but it turns out that the very strong subscriber numbers in H1 2020 were mostly due to pulling forward user...
Quibi looks doomed to fail. The early figures for Quibi are very disappointing which the company is blaming on the pandemic lockdown which I find very surprising as everyone else...
One winner and one loser from the pandemic. Peloton Q1 2020 – Hardware heroin. Peloton reported excellent results as the virtual gym trend is accelerated by the pandemic but its...
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.
Amazon & Twitter – Risk off!
One good, one bad exemplifies how unbalanced risk is in big tech. Amazon – Permanent pandemic Amazon reported excellent results as the shift towards online shopping that was accelerated due...