Cisco serves as a warning to everyone else. Cisco’s efforts to reduce revenue volatility have come unstuck as a normalisation of client activity in hardware after a period of real...
WeWork is teetering on the edge. Once a SoftBank darling, WeWork is teetering on the edge of going bankrupt as it has still not fixed the fundamental issues with its...
Palantir Q2 23 – Valuation knife edge. Palantir met its numbers but a misunderstanding around revenue guidance for 2023 caused the shares to collapse by 12% before recovering in an...
Microsoft will end up having to acquire OpenAI. Microsoft is putting OpenAI’s technology into almost everything it makes creating single source risk that I think can only be resolved by...
Palantir and Lucid together demonstrate the mood of the market. Palantir Q1 2023 – Generative AI use case. Palantir reported an excellent set of results reinforcing the view that it...
Good luck and good timing give great results. Microsoft is backing away from bundling Teams with Office 365 which I expect will have no impact at all on its use...
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the new AI crowd and so...
Three segments. Three stories. Shopify and Cisco reported wildly differing results which combined with economic stimulus sets up 3 divergent themes for the technology sector in 2023. Shopify reported Q4...
Microsoft goes back to square one. Microsoft has shut down its enterprise Metaverse strategy in a move that can only mean that what it had was going nowhere and that...
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 Gemini – More of same.
It will soon be much cheaper. Google has launched a new version of its generative AI and followed everyone else down the $20 per user per month business model, but...