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...
Netflix robbed Peter to pay Paul. Netflix reported good results, but it turns out that the very strong subscriber numbers in H1 2020 were mostly due to pulling forward user...
Google investment clarifies intentions. Jio Platforms now has both Facebook and Google as investors indicating that Jio’s strategy is not to create a digital ecosystem of its own, but instead...
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.
China vs. USA – Pressure cooker
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...