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...
Jack Ma has made someone very cross. The Chinese regulator has forced both the Shanghai Stock Exchange and the Hong Kong Stock Exchange to suspend the Ant Financial IPO at...
Tesla is still bad at autonomous driving. Tesla’s latest pronouncement on the performance of Autopilot suggests that Autopilot is safer than humans, but the reality remains that Tesla is very...
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.
Salesforce & Slack – Opportunistic strike.
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...