Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the view that Amazon has expanded...
Ms Sandberg is already badly missed. The results were bad but engagement with its services has remained steady which is the one saving grace for a company where its investments...
The pandemic bill comes due. The technology sector is feeling the pinch as consumers and businesses have less money to spend as a result of everyone paying for the pandemic...
Meta’s corporate governance is becoming an issue. The activists are starting to come out of the woodwork voicing their dissatisfaction with Meta, but the reality is that unless they convince...
Snap is heading towards value territory. Snap reported Q3 2022 results that missed expectations slightly but the resulting crash in the share price is a clear indication that the valuation...
Semi-equipment makers remove China The US and European semiconductor capital equipment industries are self-censoring their business with China in a way that is much more draconian than I expected and...
Matter only goes so far. The new Matter standard has the potential to end the fragmentation and incompatibility of the smart home but even with all of the big digital...
Missed the connection. Meta headlined its Connect 2022 event with its new pro-headset but its real message was completely lost meaning that what Meta is really doing in the Metaverse...
No way back. The repercussions of the latest US restrictions (see here) are likely to go both far and wide through the Chinese technology industry slowing its development and putting...
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.
Autonomous Autos – Capitulation
Autonomous driving enters the capitulation stage Autonomous driving continues to have a torrid time as its devotees adjust to the reality that has been obvious for quite some time. Argo...