Reply to this post The only likely winner in India is now Amazon. Snapdeal has ended merger discussions with Flipkart in a move that, I...
Reply to this post Amazon and Baidu get back to what they do best. Amazon – Not making money Amazon reported disappointing results and guided...
Reply to this post Community is about cash generation. Facebook reported another set of excellent results and laid out pretty concrete plans of how it...
Reply to this post Core businesses showing signs of maturity. Alphabet reported good Q2 17A results but the fact that it has having to share...
Reply to this post Uber’s dreams of colonisation are slipping away. First Uber lost China, then Russia and now it looks as if South East...
Reply to this post Amazon’s size 12s causes dismay for Blue Apron and Hello Fresh. The saga of Blue Apron is rapidly becoming a horror...
Reply to this post Uber bails from another fight it was not going to win. Yandex and Uber are merging their ride hailing businesses in...
Reply to this post Management does not have the luxury of choice. Poor monetisation strategy and a lack of fiscal discipline is likely to ensure...
Reply to this post Twitter remains by far the better choice Reality is beginning to set in for Snap Inc. but I think that 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.
Spotify – Free foundation
Reply to this post Apple Music still making no dent. Spotify has crossed 60m paid users and while its absolute level of growth is slowing...