Japanese investors have a bad case of FOMO syndrome. Fear of missing out (FOMO) is the only rational reason I can come up with for why Toyota and Denso would...
Investors will now pay the price of allowing poor governance. The move to oust Mark Zuckerberg will almost certainly fail in the strongest signal yet that companies with uneven share...
A profitless platform isn’t worth anything. Uber is asking for a much higher valuation than Lyft which it is trying to justify through its dominant position in its home market....
PewDiePie follows Epic Games in undermining the supremacy of Twitch and Google. The first credible challenge to the dominance of Twitch and YouTube has arisen as YouTube’s biggest creator (PewDiePie)...
Much less likely to get into trouble. Pinterest is in a much better position than either Uber or Lyft as its financials are in much better shape and it not...
Apple needs to strike a very delicate balance with its partners. Netflix’s gripe with Apple is symptomatic of the problem that Apple faces and the difficult waters it must now...
Epic challenges the 30/70 revenue split. Not content to disrupt the status quo on Android (see here), Epic’s moves against Valve are bearing fruit sending a strong signal that the...
Snap needs Facebook to slip to mount a comeback. Snap’s 1st developer conference revealed a move into gaming as well as a strategy to prevent the rampant copying of its...
Bike sharing has descended into a game of chicken. Hellobike is raising $500m into a suicidally difficult market where its main competitors are either flirting with bankruptcy or have been...
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.
Twitter Q1 19 – Smoke and mirrors
The switch to DAU hides reality. Twitter reported good results as its actions to stimulate engagement began to bear fruit but any notion that this is a return to long-term...