Semis looks better than Internet at the moment. Facebook Q2 2021 – Better lucky than good. Facebook reported excellent results but the adpocalypse is going to hurt in Q3 leaving...
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...
China does the USA another favour. China’s potential crackdown on its education industry is likely to have the opposite impact of that which is desired holding back the next generation...
Jio and Google fragment the Android platform. Jio Platforms is redoubling its efforts to capture the Indian market for new digital services while ceding the traditional ecosystem to Google and...
Peloton finally gets one right. Peloton’s move into virtual cycling games should provide some exclusivity for its bikes which if taken to its logical conclusion may help cushion the company...
Tencent’s treatment will help predict what happens to everyone else. Of the two possible motivations that lie behind the increasing regulatory clampdown on the Chinese technology sector, it is the...
New Auto raises new issues. VW has outlined how it plans to transform from a petrol-powered box shifter into a vendor of software and services, but this throws up a...
Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed rivals to emerge and have...
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...
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.
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Amazon Q2 2021 – Whoops $127bn. Amazon reported good results but shed $127bn (7%) in value as Q3 2021 forecasts failed to live up to voracious expectations, underlying once again...