Similar companies, different issues Amazon is going to suffer from all of the same problems that Alibaba has but is in a better position to mitigate the logistics impact. However,...
The biggest risk is a credit crunch. For the next few months, cash is going to be the single most important factor as only cash will allow affected businesses to...
No IPO but no chapter 11 either. The perfect storm of a large ramp in spending just as the Coronavirus kills its bookings are going to prevent any IPO this...
GeForce Now is in real trouble. It appears that streaming games is harder than it looks as Nvidia’s service, like Google Stadia, is in the kind of trouble that could...
Didi is a play on the whim of the state. The Coronavirus may lead the Chinese state to give Didi a bit of breathing space while the economy gets back...
Google is making more errors. In addition to issuing refunds and apologising to its users (many of whom feel duped (see here)), Google should also realise that its power in...
I think Cortana will go back to the research lab. Cortana is set to become a productivity-based digital assistant which in reality means that Microsoft is cutting the resources it...
Softbank must be under real pressure. In the current environment, the last thing one should do is bring a highly valued, loss-making, sharing economy-based company to IPO, demonstrating that Softbank...
Ford is starting to understand digital. I may have issues with Ford’s view on vehicle demand (see here) but there are signs that Ford is one of the very few...
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.
SoftBank – The domino effect
ERRATUM: Corrects previous version which incorrectly stated that SoftBank has $2.8bn in cash (Q4 19) when the correct figure is $35.9bn. SoftBank goes into cash conservation mode. The dangers of...