The consequences could be serious indeed. If the FTC wins its case and forces Facebook to be broken up, the consequences for Facebook will be far more serious than the...
Salesforce picks off a weaker player. Salesforce is paying $45.52 per share (at Salesforce’s December 1st close) to acquire Slack, in a move that values the company just 18% above...
Great results but uncertain outlook. Zoom produced excellent Q3 2021 results but the burden of free users has finally hit profitability which together with an admission of slowing growth calls...
Libra has been neutered by its opponents. Libra is expected to finally launch early in 2021 but Facebook is having to make so many concessions to the forces that are...
The smartphone market is the elephant in the room. India has continued to express its unhappiness with China in a dispute which could end up hurting Chinese companies a lot...
Microsoft pulls out the big guns. Microsoft is going after Zoom using its balance sheet, but it will need to further improve its user experience if it wants to knock...
It all comes down to the valuation. Airbnb has weathered the pandemic with exceptional management execution proving that it is a good company but whether it also is a good...
A workaround that goes nowhere. The idea that Fortnite will be able to return to the iPhone through GeForce Now is technically possible but the experience is unlikely to be...
Peloton postpones the inevitable. Peloton reported excellent FQ1 2020 results as new lockdowns have triggered another surge in buying but this company is still mostly driven by hardware, and as...
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.
Tech Sector – The madness of crowds.
The sector’s “Semper Augustus” moment may not be far away. The current frenzy gripping the technology sector has nothing to do with the quality or fundamentals of the companies themselves...