It is raining money that does not exist. The scale of the insanity sweeping the market became clear yesterday as dire predictions for digital advertising were made and yet both...
SoftBank is in urgent need of cash. Now is the worst time to try and sell anything and this move by SoftBank shows just how desperately it needs cash to...
Bikes and scooters likely to fare better. When the crisis is past it is quite possible that the asset-sharing industry will fall victim to virus-phobia as users are less willing...
Tencent gives little relief from virus uncertainty. Tencent reported good Q4 19 results but with all eyes focused on the economic impact of Covid-19 on the Chinese economy, Tencent’s lack...
ERRATUM: Corrects previous version which incorrectly stated that SoftBank has $2.8bn in cash (Q4 19) when the correct figure is $35.9bn. SoftBank goes into cash conservation mode. The dangers of...
Similar companies, different issues Amazon is going to suffer from all of the same problems that Alibaba has but is in a better position to mitigate the logistics impact. However,...
The biggest risk is a credit crunch. For the next few months, cash is going to be the single most important factor as only cash will allow affected businesses to...
No IPO but no chapter 11 either. The perfect storm of a large ramp in spending just as the Coronavirus kills its bookings are going to prevent any IPO this...
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...
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.
5G – Silver lining.
Upgrade demand could help 5G. Despite British Telecom’s denials and the efforts of the broadband providers in the USA, it is clear that the Internet is creaking under the strain...