Meta doesn’t expect anyone to pay for Instagram. Meta’s proposal to charge $10.5 per month for Instagram looks deliberately priced to fail creating a strong incentive for users in the...
There is still lots of fat to cut. Meta reported results that were better than feared, announced an efficiency drive as well as a $40bn share buyback which was...
Twitter sets a nasty precedent for fat companies. Rotten results highlight that many social media companies are structurally unable to make money because they are massively overstaffed as the benchmark...
Hastings ends on a bounce. Netflix announced good results at the same time that its long-term founder and CEO stepped down to be replaced with two co-CEOs which is never...
EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are here now as opposed to...
AI can’t rescue this one. The general malaise in advertising is by no means limited to the big names as even TikTok which has gained a lot of market share...
Zuckerberg throws his gadflies a bone. If Mr Zuckerberg really intends to cater to the interests of minority investors he should immediately realign his voting interest in the company with...
Meta’s corporate governance is becoming an issue. The activists are starting to come out of the woodwork voicing their dissatisfaction with Meta, but the reality is that unless they convince...
X is the only place to go. Much has been made of Mr Musk’s plans to create a super app called ‘X’ with Twitter as its starting point, but the...
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.
10Forward – Gamification of Research
RFM reviews Star’s 10-year vision report. The 10Forward (see here) from Star is an unusual report that encourages the reader to influence the outcome and is designed to ignite thought...