As with servers, the main issue is legacy software. It looks like Apple is finally about to pull the plug on Intel in its Macintosh computers and switch to Arm...
Patent counting is not an indication of reality. The notion that the number of patents that one holds is a refection of one’s contribution to a technology is deeply flawed...
Public transport’s loss is e-bikes’ gain. The aversion to asset sharing is likely to persist for as long as there is no reliable vaccine (evidenced by the sudden spike...
All priced in. Zoom reported very strong Q1 2020 results on all levels as far more customers than expected paid up for the service amid the flood of free users...
Quibi looks doomed to fail. The early figures for Quibi are very disappointing which the company is blaming on the pandemic lockdown which I find very surprising as everyone else...
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...
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...
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.
Research Publication – COVID-19 – Musical Chairs 2.0.
June 11th 2020: Radio Free Mobile updates its COVID-19 Webinar – Musical Chars to take account of developments in the pandemic, economy and technology sector since the beginning of April...