Snap is the biggest surprise of the night. Netflix Q1 2020 Netflix added far more subscribers in Asia and Europe than expected but this did not translate into extra revenue...
Magic Leap will be very lucky to sell for $1bn. Magic Leap is exploring its strategic alternatives which in English means that it has run out of money and is...
Qualcomm FQ1 20 – 5G story. Qualcomm reported good results as the roll-out of 5G is gathering pace but the uncertainty in China is likely to impact Qualcomm more than...
Disney is out of the blocks in first position. Disney has handsomely beaten expectations for its Disney+ service but at the same, the costs of fighting this war immediately become...
ByteDance expands its presence overseas. TikTok is moving to ensure that it dominates Digital Life segments both inside and outside of China which will make it unique as its peers...
Netflix faces increasing risk for a more uncertain return. The collapse of Netflix’s movie library is continuing apace meaning that more than ever Netflix will have to depend on the...
Video comes for the music stars. ByteDance is aiming to extend the popularity of TikTok into the subscription music space but I question whether its algorithms are good enough to...
Teething problems are a good sign. I see the technical issues at Disney as a good sign because it implies that the demand for the unique catalogue that it has...
Too good to be true usually is. MoviePass had admitted the inevitable (see here) and closed its doors as the harsh weight of reality has forced its backers to realise,...
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.
Peloton & Lyft Q1 2020 – Black and white.
One winner and one loser from the pandemic. Peloton Q1 2020 – Hardware heroin. Peloton reported excellent results as the virtual gym trend is accelerated by the pandemic but its...