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...
Seagate fares well while Magic Leap all but closes. Magic Leap – Shattered dreams Magic Leap has all but shut up shop and given that its IP has already been...
Snap is the biggest surprise of the night. Netflix Q1 2020 Netflix added far more subscribers in Asia and Europe than expected but this did not translate into extra revenue...
The cloud theme likely to stay despite a return to work. Alibaba is doubling its investments in the cloud following the pandemic in China in a clear sign that the...
The first view of the lockdown starts this week. The most important reporting season for many years is about to begin in earnest giving the first concrete idea of how...
Too many moving pieces for a clear picture. TSMC reported excellent results as smartphone orders remained resilient and a boost in demand for servers, PCs and office equipment pushed the...
Google issues a closet profit warning. Google has effectively warned the market that 2020 is going to be rough by freezing hiring in another sign that its customers, the advertisers,...
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 and Facebook – The social trend.
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...