Intel Q3 2021 – The price of progress. Intel reported excellent Q3 2021 results and reasonable 2021 guidance, but it turns out that investments have to be paid for...
Congress seems to want to give Facebook the ByteDance treatment. Facebook has had a bad week but the allegations being made have been quite effectively shot down by Mr. Zuckerberg,...
The sword is falling fast One look at the nomination and award list for the prestigious Emmy Awards demonstrates that the streaming services are now fully in the driving seat...
The concession that brings down the house. Apple’s most recent changes to its App Store policy look like little more than an attempt to win favour with both the US...
ByteDance tries to avoid harsh treatment. The Chinese government clamp-down on the technology industry is continuing as the CCP now owns a 1% holding in ByteDance giving it a board...
ByteDance is not selling the crown jewels. While it would appear that ByteDance is making its crown jewels available to all and sundry, a look through the offering reveals...
ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a 100,000 people, it is still...
Regulator claims a victory which looks like defeat. The Australian regulator is claiming victory in its fight with Facebook and Google, but I suspect that its only achievement is to...
Amazon overpays for a jaded asset. Amazon is acquiring MGM Studios to bolster its digital ecosystem but while it has a great name and impressive catalogue, its distinct lack of...
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.
Netflix – The ecosystem game pt. II
Games are about loyalty for now. Netflix has launched a suite of exclusive games for mobile devices that will be soon made available to Android users but the service will...