Inflation undermines users’ willingness to pay. It looks like up to 25% of US subscribers to Netflix are considering leaving the service not to join a competitor but mostly because...
The mercurial Mr Musk takes the story on a rollercoaster. The acquisition of Twitter was never going to be straightforward, but Mr Musk is taking the story on a rollercoaster...
The board caves to shareholder pressure. Twitter’s board has grudgingly accepted Mr Musk’s offer to acquire Twitter which I suspect is going to involve a complete management and board clearout...
Snap survives TikTok. Snap reported good Q1 2022 results that were more impacted by Russia than they were by TikTok raising the possibility that TikTok’s incursion into Western markets may...
Netflix pays the price for its high multiple. Netflix reported its first subscriber decline as the cost of living crisis is forcing users to tighten their belts which triggered a...
Poison pill is a lawsuit waiting to happen. Twitter’s board has adopted a poison pill in an attempt to block a take-over by Elon Musk in what could easily be...
It becomes clear why Mr Musk refused a board seat. Elon Musk’s bid for Twitter appears to be more about his definition of free speech than financial investment as at...
MoviePass is back with another hare-brained wheeze. MoviePass has returned to life under its original founder with an idea to create a token-based marketplace for cinema coupons but how it...
The streaming war is far from over. Disney reported good FQ1 22 results as Disney+ is continuing to add subscribers demonstrating that in the streaming wars, content remains as important...
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 – The price of free speech pt. VIII.
Musk caves. Elon Musk has realised that he is very likely to lose his court case against Twitter meaning that he has again offered to buy the company for $44bn...