Food delivery – Bloodbath extended.
The future of Grubhub is still bleak. Grubhub has decided to sell itself to Just Eat Takeaway rather than Uber in a move that cited...
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...
Apple, Arm and Intel – Devilish legacy.
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...
Huawei – Nowhere to run pt XVII.
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...
E-Bikes – Sweet spot.
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...
Autonomous Autos – Insurance strikes back.
A study with questionable motivations. I have long argued that the automobile insurance industry must resist the adoption of autonomous driving for as long as...
Zoom Q1 2020 – Zoom by nature
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...
Quibi – Eyeball desert
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...
Huawei – Nowhere to run pt. XVI.
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...
About Me
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.
ByteDance – Tidy and focus.