Reply to this post Qualcomm has the stomach for a fight. Despite the seemingly challenging situation the company is currently experiencing, I think the company...
Reply to this post AR is alive and well in the enterprise. Amongst a surprising re-launch of Google Glass and a major pivot by Meta,...
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 The way in China is wide open for Baidu. Baidu’s strategy around its AI platform and its Duer OS has become...
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...
Reply to this post Regulatory enforcement makes life even harder for the foreigners. . China appears to be on a path to plugging the leaks...
Reply to this post Xiaomi is back but ecosystem nowhere to be found. A monster quarter has brought Xiaomi back into contention as a major...
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.
Microsoft FQ4 17 – Head in the clouds.
Reply to this post Not a cloud in the sky. A strong finish to the fiscal year cements Microsoft’s positions as the main alternative to...