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...
The pandemic is in the driving seat. The pandemic trade is back with homeworking and homeschooling driving the results of both Microsoft and AMD, but this may grind to a...
Arm & NVIDIA. The risk of China causing a problem for NVIDIA’s acquisition of Arm is increasing as the dispute between SoftBank and Arm China’s CEO, Allen Wu shows no...
CES 2021 limps along. Most of the action in the technology sector this week is not to be found on the digital venue. EVs. The EV mania that has characterised...
Vacuum allows Samsung chips to grab the limelight. The exhibit count is way down, and I suspect that the smaller, more interesting end of the spectrum has stayed at home....
CES 2021 shaping up to be just a placeholder for 2022. If the media day is anything to go by, the CTA will be very keen to ensure that CES...
A way out that no one seems to want. As Apple now requires user consent for apps that use tracking for advertising targeting, developers are fretting and looking for...
Big shoes create opportunities. The fall from grace of Jack Ma in the eyes of China’s government has created an opportunity that may be replicated elsewhere should other tech tycoons...
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.
Amazon Game Studios – Game off! Pt II.
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...