Chinese regulators come out swinging for round 2. It looks as if another round of crackdowns is about to be launched upon the Chinese technology sector and it is Tencent...
The first example of “build the wall”. With the strategic rivalry between the West and China rapidly evolving into an ideological struggle (see here), new technologies that emerge are likely...
Roblox suffers a big hangover from the COVID party. Another Metaverse darling is struggling with slower growth underlining that the Metaverse is many years away making it un-investible for all...
Sea is in for further rough weather. Sea has taken a big hit as India has banned its most popular game, Free Fire, creating the concern that the growth of...
MoviePass is back with another hare-brained wheeze. MoviePass has returned to life under its original founder with an idea to create a token-based marketplace for cinema coupons but how it...
Twitter Q4 2021 – Social graph. Twitter has managed to avoid the depredation of Apple’s privacy features underlining that while Twitter is a niche offering, it executes on that niche...
The streaming war is far from over. Disney reported good FQ1 22 results as Disney+ is continuing to add subscribers demonstrating that in the streaming wars, content remains as important...
Peloton goes on the block. Amazon, Nike, Apple and so on are thought to be considering a purchase of Peloton, which while it has a pretty good fitness brand,...
Amazon Q4 21 – AWS to the rescue, again. Amazon reported good results in the face of rising costs, but it was the combination of the price increase for...
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.
Alibaba FQ3 2022 – Nadir of fortunes
Priced for stagnation Alibaba reported reasonable results but heavy investments, competition and China’s restrictive zero COVID policy are hurting both growth and profitability in the short term. I think that...