Alphabet on track for a good 2022 Alphabet reported very solid results as seasonality augmented the secular shift to digital advertising and the potential headwinds caused by Apple privacy issues...
Russia’s excuses are exactly the same as China’s Russia is considering following China (see here) and India (see here) down the road of banning cryptocurrencies using the excuse of sound...
Netflix & Peloton pay the price for nose-bleed multiples Netflix Q4 21 – Virtual to reality As the world’s virtual reality of being stuck at home begins to end, people...
Meta hasn’t given up on Fintech Meta’s purchase of trademarks is a clear sign that it has not given up on financial services, but the vested interests and central banks...
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up...
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep...
Technology is the least of the problems. Epic Games remains the largest advocate for interoperability across platforms in gaming, but its stance will be sorely tested when players want to...
China and US regulators further damage Chinese technology. Both the US and Chinese regulators have been busy this week and although they are on opposite sides both have made moves...
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.
Meta Platforms Q4 21 – The SNAP Strategy
A further derating is on the cards. Meta reported good Q4 21 results but a flatlining of subscriber numbers raised fears that users are at last beginning to vote with...