Microsoft is determined not to make a mess of this generation. Microsoft is still licking its wounds from being trounced by Sony in the last console generation but is showing...
TikTok needs independence to remove the growing regulatory risk. TikTok has joined Huawei as one of only two Chinese technology companies that have enjoyed great success in markets outside of...
Consolidation wave gathers momentum. Zoox would make a good fit for Amazon which clearly intends to capitalise on autonomous driving being much later than expected meaning that the smaller players...
Meituan invests to accelerate adoption. Meituan Dianping reported good results as revenue fell less than expected and has picked up quickly following the re-opening of the Chinese economy. However, the...
Rony shows his true talent. Magic Leap appears to have raised another $350m giving it a lifeline for a few quarters demonstrating that while Rony Abovitz may have difficulty in...
Clearly, Fortnite has not had a good lockdown. Epic Games has caved into Google and is making Fortnite available in Google Play (see here) in a clear sign that growth...
Timing of a vaccine is critical. With the departure of Jack Ma and the completion of the Sprint, T-Mobile merger, SoftBank will sell down its core assets to cover a...
The USA further hardens its position. Others may follow. The US has moved to harden its stance against Huawei by closing a significant loophole revealing once again that Huawei is...
The vested interests will now be more against Libra than ever. The pandemic is substantially weakening the existing financial system meaning that Libra is more of a threat now than...
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. XVI.
The West hardens further signalling a terrible 2020 and 2021. The combination of a U-turn by the UK, failure to get the extradition case against its CFO thrown-out, the loss...