Great numbers are already reflected in valuations. Alphabet Q2 2021 – No adpocalypse Alphabet reported excellent Q2 2021 results, and it looks as if Apple’s adpocalyspe is not going to...
AT&T admits that it can’t compete. By selling its Network Cloud platform to Microsoft and moving all of its 5G core over to Azure, ATT is admitting that it cannot...
Breakaway start-up has an impossible mission. Anthropic is a new breakaway start-up from Open AI but its approach remains pretty much the same meaning that its focus on “reliable, interpretable...
Darktrace makes the right choice. Instead of pulling the IPO, Darktrace dealt with the issues by cutting its valuation significantly and was rewarded with a first-day bounce that will go...
Good results but different reactions imply that valuation in big-cap tech is starting to matter again. Alphabet Q1 2021 – Approaching the range. Google reported good Q1 2021 results as...
The Biden administration makes its first clear move on China The Biden administration has made its first move against China in what looks like a warning shot rather than any...
D-Wave makes a real(ish) world demonstration. D-Wave has demonstrated that its quantum computer can solve a “real-world” problem and in the process found that it completed the task somewhere between...
Zoom is growing on the back of a declining asset. Zoom reported another great set of results but its success and the ability of its customers to manage through the...
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of 32.5x, nothing less than a...
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 & Microsoft – Technology does it again
Alphabet Q3 2021 – Very little Apple effect. Alphabet reported excellent results but weakness at YouTube, Google Cloud, and a muted share price response continue to imply that the shares...