No FOMO here. Alibaba reported good results as it continued to benefit from the same trends that have driven Amazon during the pandemic. Alibaba sells far more stuff than Amazon...
The tech war heats up. The White House has ratcheted up the pressure on China with the issuance of two executive orders that in Tencent’s case makes far more noise...
Has Samsung seen the light? Google and Samsung are in discussions that could see Google take over more of the core software functionality on Samsung devices making them more attractive...
This looks like an opportunistic investment for Microsoft. Microsoft is in talks to acquire TikTok that I suspect is more about an investment opportunity than a sudden newfound desire to...
Delivery Hero has its sights on global leadership. Delivery Hero is making the most of the hand that it has been dealt with revenue growth at 100% and heavy investments...
Jio has a window to fill the void left by China. The banning of Chinese apps in India has created a convenient vacuum for which there is a great opportunity...
Intel – The execution game. Intel reported good results and guidance driven by the pandemic but the news of another delay to its 7nm process caused consternation and increased concerns...
Tesla Q2 2020 – Cash flow is king. Tesla reported good Q2 results as the sale of carbon credits helped it to report another profit while it managed to almost...
Any move needs to happen fast. The fact that TikTok is not that difficult to emulate shows that its real asset is its network of users which is why it...
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.
Epic vs. Apple – A right Battle Royale pt. II
Apple is somewhat on the backfoot. Apple and Epic have both upped the ante in their fight over app store fees, but there are signs that Apple is somewhat on...