It all comes down to the valuation. Airbnb has weathered the pandemic with exceptional management execution proving that it is a good company but whether it also is a good...
Another reprieve-in-name-only. Apple has given some more ground on its hotly-contested App Store fees, but this move is an attempt to split its opposition and save some face while ensuring...
Apple crushes the competition. Even accounting for the “Apple fanboy” element of the tech press, the new M1-powered Macs are delivering pretty much everything that Apple promised meaning that Intel,...
Only a joint venture makes any sense at all. While it makes complete sense for Uber to get rid of its autonomous driving activity and start again, I think Aurora...
Radio Free Mobile updates its COVID / Economic / Technology Sector research with the publication of The COVID-19 Webinar v.3.6 – Musical Chairs. Cases are rising very quickly but thankfully...
Apple potentially does some real damage. With its new Macs, Apple has made some very bold claims for the performance and power efficiency of its new M1 chip but if...
Boston Dynamics finds a credible home. Boston Dynamics may have finally found a credible owner spelling the end of click-bait robots that lose money and instead focusing on bringing its...
A workaround that goes nowhere. The idea that Fortnite will be able to return to the iPhone through GeForce Now is technically possible but the experience is unlikely to be...
Peloton postpones the inevitable. Peloton reported excellent FQ1 2020 results as new lockdowns have triggered another surge in buying but this company is still mostly driven by hardware, and as...
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.
Zoom vs. Microsoft – Priced to go.
Microsoft pulls out the big guns. Microsoft is going after Zoom using its balance sheet, but it will need to further improve its user experience if it wants to knock...