The Metaverse – Enterprise only
Expectations and sentiment continue to worsen. The reduction in PlayStation VR2 volumes for 2023 does not come as a huge surprise as the Metaverse is...
Research Publication – Automotive Ecosystems – Sitting ducks Vol. III – Frankenstein’s monster
January 30th 2023: RFM deepens its coverage of the digital automotive ecosystem with the publication of Automotive Ecosystems – Sitting ducks Vol. III – Frankenstein’s...
Intel Q4 2022 – Code red.
The sirens are wailing in Santa Clara. It may be the CEO of Rolls Royce who is evoking the “burning platform” meme from Nokia in...
Semiconductor Equipment – Geopolitics
China makes all the difference. The ideological struggle between the USA and China is making itself felt especially in the semiconductor industry where it has...
Microsoft FQ2 2023 – Cloudy with showers
The inevitable slowdown. Microsoft reported good results that were spoilt by a slowdown in the cloud meaning that growth going forward is going to be...
Microsoft & OpenAI – Chinese whispers.
This is not a simple $10bn investment. Microsoft is deepening its ties with OpenAI which looks to me to be mostly about cementing Azure’s edge...
Artificial Intelligence – Exploding hubris.
ChatGPT comes down to earth while Tesla goes underground. ChatGPT & AI in general had a bad week last week with a series of blunders...
Netflix Q4 2022 – Middle-aged.
Hastings ends on a bounce. Netflix announced good results at the same time that its long-term founder and CEO stepped down to be replaced with...
Microsoft – single vision.
The end for HoloLens? Part of Microsoft’s 5% workforce reduction includes “changes to our hardware portfolio” which probably does not mean Xbox or Surface meaning...
About Me
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.
Snap Q4 2022 & Social Media – Nasty precedent