Epic Games builds a war chest for bargain hunting. Epic Games is raising $750m at a mooted $17bn valuation from T Rowe Price and Baillie Gifford, as well as existing...
ByteDance is moving from growth into monetisation. ByteDance is showing signs of moving into the next phase of its life cycle which involves tidying up loose ends and moving to...
The future of Grubhub is still bleak. Grubhub has decided to sell itself to Just Eat Takeaway rather than Uber in a move that cited regulatory risk but in reality,...
June 11th 2020: Radio Free Mobile updates its COVID-19 Webinar – Musical Chars to take account of developments in the pandemic, economy and technology sector since the beginning of April...
As with servers, the main issue is legacy software. It looks like Apple is finally about to pull the plug on Intel in its Macintosh computers and switch to Arm...
Patent counting is not an indication of reality. The notion that the number of patents that one holds is a refection of one’s contribution to a technology is deeply flawed...
Public transport’s loss is e-bikes’ gain. The aversion to asset sharing is likely to persist for as long as there is no reliable vaccine (evidenced by the sudden spike...
All priced in. Zoom reported very strong Q1 2020 results on all levels as far more customers than expected paid up for the service amid the flood of free users...
Quibi looks doomed to fail. The early figures for Quibi are very disappointing which the company is blaming on the pandemic lockdown which I find very surprising as everyone else...
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.
Huawei – Nowhere to run pt XVIII.
“relaxation” is not really a climb-down. The “relaxation” of the US’s stance against Huawei can be taken either as a sign of fear of missing out or as a move...