One winner and one loser from the pandemic. Peloton Q1 2020 – Hardware heroin. Peloton reported excellent results as the virtual gym trend is accelerated by the pandemic but its...
HelloFresh’s ability to execute under pressure is its greatest asset. Far from helping food delivery, the current pandemic seems to be accelerating the consolidation with HelloFresh emerging triumphant as it...
Intel further broadens its position in digital transportation. Determined not to miss out on digital transportation the way it missed out on mobile, Intel is moving again to build a...
Lack of a vaccine will hurt for some time. Amazon reported good results but disappointed shareholder by committing all of its profits in Q2 2020 to COVID-19 related spending sending...
Withdrawal of guidance unsettles the market. Apple reported good results but withdrew its guidance offering instead an olive branch comprised of a dividend increase and share buyback. FQ2 2020...
Facebook surprises more than Microsoft. Microsoft FQ3 2020 – The obvious beat Microsoft ticked all the right boxes in its FQ3 2020 earnings report with the exception that it saw...
Google and Samsung have no idea what the future holds. Google battens down the hatches Alphabet reported good Q1 2020 results but while it noted that there was no real...
NXP hints at mobile, industrial and automotive outlook. NXP reported reasonable results but guided as weakly as expected showing both the well-documented weakness in automotive but also another hint of...
Intel is well exposed and looks defensive. Intel reported good results and guidance but the withdrawal of guidance for the rest of the year spooked the market despite Intel’s very...
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.
Uber Q1 2020 – Paint by numbers.
Uber is a master at numerical storytelling. Uber produced mixed results but has benefitted substantially from the pick-up in demand for food delivery which helped it to paint a rosy...