Zoom is growing on the back of a declining asset. Zoom reported another great set of results but its success and the ability of its customers to manage through the...
Airbnb signals the beginning of the recovery trade. Airbnb reported reasonable maiden results but its bookings are starting edge up in another signal that the travel, hospitality and entertainment sectors...
Facebook outplays the Australians in leveraging its network effect. Facebook has scored a big win in arriving at an agreement with the Australian government regarding paying for news from Australian...
Life gets more real for online finance in China. Changes to the banking rules mean that the nimble online lending sector will become much more capital intensive which will incentivise...
The ride-sharing market remains in difficulty Uber Q4 2020 – Sheep in FedEx clothes? Uber is fortunate that it has had a delivery business to help it weather the pandemic,...
Twitter Q4 2020 – User issues. Twitter reported good Q4 2020 results, but it has run out of road when it comes to user metrics. Q4 2020 revenues / EPS...
Amazon Game Studios is suffering from a culture clash. Amazon is having a torrid time trying to make a name in the video game market highlighting how Amazon’s corporate culture...
Good results from the pandemic drive a pull forward of digitisation. Google Q4 2020 – The big pull forward Google’s advertising machine roared back to life in Q4 2020 with...
For once not too much is being demanded. Kuaishou is no ByteDance but this has forced it to pivot into other areas where there is little competition and where the...
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.
Mapbox – Profitability drive
Mapbox reshuffles to go for automotive. Mapbox has moved into a new phase of its development by moving its founder and CEO into the role of chairman and chief strategy...