Zoom goes from app to platform. Zoom is moving to offer more functionality on its service with the aim of becoming a platform and maintaining and growing the huge user base that it attracted during the pandemic-related lockdown. While I have great admiration for this management team that has done an excellent job at dealing with adversity, the shares remain...
Apple brings 5G properly to market. Apple has launched four new iPhones and a Homepod Mini in an event that aims to preserve margins, bring 5G to market while realising that the pandemic-related economic hit is going to hurt. iPhone and 5G Top of the list is 5G which is in every single iPhone 12 from the mini all the...
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. This was a move that has been on the cards for a long-time but the pandemic has greatly accelerated the shift towards streaming away from both cinemas and cable TV...
I think Amazon wants to be the tools, not the talent. Amazon is ceasing development of one of its in-house games and delaying another following a disastrous launch but I think this was always a learning experience to enable it to become the biggest destination for developers to develop their games. Crucible is one of Amazon’s big-budget massive multiplayer online...
The leaders should survive while rest look to be in great peril. While Waymo pushes ahead with its “driverless” taxi service, Uber is mired in difficulty clearly indicating that the gap between the leaders and the laggards is widening. Waymo has announced that its “driverless” taxi service trial in Arizona will now be made available to the general public in...
Looks like Uber’s autonomous unit is worth $0. Recent rumblings are confirming my long-held view that Uber’s autonomous driving effort is worthless which will incense the Japanese investors who invested $1bn just 18 months ago. Both The Information and Bloomberg have written articles over the last month highlighting severe problems at the unit including disagreement on which direction to take...
Facebook, Apple, Amazon and Google will have to fight for their businesses. The US Congress has issued a damning report that accuses Apple, Google, Facebook and Amazon of abusing their market dominance setting the scene for a colossal power struggle. Apple The complaint here is centred around the app store and will have Epic Games (see here) hopping around with...
Apple looks to be going after both audio hardware and radio. Apple has cleared its decks of rival audio products in a sure move that a wider range of speakers, headphones are coming in a move that will help offset the weakening revenue generation from the flagship iPhone product. At the end of September all headphones and speakers from Bose,...
Asset sharing during a pandemic remains a bad idea. If Airbnb can go public at a level 66% higher than it raised money earlier this year, it is another clear sign that we are in another bubble similar to the Internet bubble 20 years ago. Airbnb has filed its initial paperwork to go public meaning that the S-1 should be...
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.
TSMC Q3 2020 – Third quarter tealeaves.
TSMC points to more strength in the cloud. TSMC reported excellent Q3 2020 results and guidance but refused to be drawn on how much of this was increasing inventory building driven by fears of instability in the supply chain. TSMC Q3 2020 revenues / EPS were $12.41bn / $0.90 ahead of estimates at $11.93 / $0.81. It also raised its...