Regulator claims a victory which looks like defeat. The Australian regulator is claiming victory in its fight with Facebook and Google, but I suspect that its only achievement is to...
The outcome is likely to be somewhere in the middle. The first stage of this battle is over as the judge has retired to consider her decision, but it looks...
Amazon overpays for a jaded asset. Amazon is acquiring MGM Studios to bolster its digital ecosystem but while it has a great name and impressive catalogue, its distinct lack of...
Peloton should be moving out of hardware. Peloton’s move deeper into hardware will benefit the company in the short term, but as the value in this sector moves into software...
No oligarchs please we are Chinese. The withdrawal of Zhang Yiming from the management of ByteDance is all about ensuring that the IPO goes well and that the events that...
Currencies in name only. While cynics will call Tesla’s recent policy changes regarding Bitcoin a classic pump and dump, I think that they are a clear demonstration that cryptocurrencies are...
The genie is finally out of the bottle? While cryptocurrencies and digital tokens are grabbing all of the headlines, I think that the real action is going to be in...
Apollo bets $5bn on a fourth attempt. Apollo is paying $5bn to acquire 90% of Verizon’s media assets in yet another sure signal that the only good thing that Marissa...
One good, one bad exemplifies how unbalanced risk is in big tech. Amazon – Permanent pandemic Amazon reported excellent results as the shift towards online shopping that was accelerated due...
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.
Facebook F8 – Business as usual.
Business messaging and AR dominate the agenda. The completely scripted keynote didn’t reveal very much that was new but was a clear indicator of where Facebook is placing its short,...