Sirius XM capitalises on OEM lethargy. Sirius XM is launching a series of services for its customers which are exactly the sorts of services the OEMs should have launched years...
The public market takes no prisoners. Uber’s IPO turned from a celebration into a wake as the public market refused to support a valuation that does not reflect the harsh...
Epic fuels its ecosystem ambitions Psyonix adds weight to Fornite’s already mighty presence in the world of digital gaming meaning that Microsoft, Sony, Valve and Google should take notice. Epic...
A reason to give your kids Android. Apple vigorously denies that its purge of parental control apps has anything to do with its new Screen Time feature but even its...
Apple FQ2 19 – Stabilisation Apple reported what was considered to be good results as the iPhone business showed greater stabilisation than the more pessimistic end of the market had...
The laws of physics reassert their supremacy. Verizon has been forced to ditch the $10 premium that it charges customers to access the 5G network as the performance delivered is...
Project Fear fails to reflect reality. Until users vote with their feet, criticism of Facebook’s business practices is irrelevant. A cracking set of results further dispel the notion that the...
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...
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...
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.
Uber Q1 19 – Slave to the market.
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the public market in that its...