China shoots itself in the foot. China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately...
Microsoft tries to break with its relentless history. Microsoft is attempting to break with a new version of Windows that delivers a new look and feel as well Android apps...
The government needs to do better. The dismissal of the two anti-trust cases against Facebook is not the end of the story as the US government lost for no other...
All eyes turn to CES 2022. Mobile World Congress (MWC) is in full swing but a dearth of news flow and footfall at the event reveals that MWC is a...
NVIDIA wins major support. NVIDIA got a big boost for its acquisition of Arm with MediaTek, Broadcom & Marvell all publicly supporting the deal which I think greatly reduces the...
ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a 100,000 people, it is still...
Waymo is racing to market. Waymo has raised more money clearly indicating that Waymo’s technological edge has been eroded as the data suggests and that it is now a straight...
Best of a difficult bunch. Didi Chuxing has filed its documents to go public which reveals a company with brighter prospects than most of its rivals and a Chinese economy...
El-Salvador goes fishing for business. El Salvador’s move to grant Bitcoin legal tender status is not an endorsement of Bitcoin but a recognition that there is still a lot of...
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.
Digital Ecosystems – Not so skewed.
Facebook sponsored report is very misleading. Comscore’s latest study seems to indicate just how dominant Apple and Google are on their own platforms but I think this is very misleading...