Qualcomm FQ1 20 – 5G story. Qualcomm reported good results as the roll-out of 5G is gathering pace but the uncertainty in China is likely to impact Qualcomm more than...
Disney is out of the blocks in first position. Disney has handsomely beaten expectations for its Disney+ service but at the same, the costs of fighting this war immediately become...
Google is not going to become Apple. Google reported good Q4 19 results, but its greater disclosure unwittingly revealed that hardware has again let the side down and I...
Data from cars is better than data from phones for now. When it comes to digital transportation services, I think that data that comes directly from the vehicle will...
Amazon Q4 19 – Almost all cylinders Amazon reported excellent results that completely overshadowed the hundreds of millions that Amazon is burning to win India as its investments in growing...
Tesla Q4 19 – Own two feet Tesla’s results have already divided opinion, but while the valuation remains unjustifiable, I think my very long-term view that Tesla won’t survive needs...
Battery life drives the earnings iPhone had a very good bounce off the lows of FQ1 19 driven by a recovery in China but a less than enthusiastic reception by...
The bloodbath is not over. The bloodbath that is the micro-mobility market still has a long way to go before anyone has a hope of making any money let alone...
Assistants are too stupid for mass adoption. While growth in the digital assistant space is slowing, the battle looks like it is almost over although Google still has one or...
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 Q4 19 – The Adjustment Bureau.
Rides doesn’t really make any money. Uber reported reasonable results compared to expectations but losses have remained heavy which I think will continue to weigh on sentiment despite the promise...