Apple – No spectacle.
Deadlines can easily be pushed out. To get augmented reality to the point at which Apple can ship a product that it is ready for...
Uber Autonomous – Big Hero Zero.
This asset is virtually worthless. Disclosures in Uber’s Q3 19 10-Q SEC filing reveal that the situation at its autonomous driving unit is worse than...
Google Pixel – Damage done pt. III
Yet another avoidable blunder. In what is becoming a recurring habit, reviewers have found a serious problem with the Google Flagship device that further underlines...
Uber Q3 2019 – Edge of the woods
Uber is not quite out of the woods yet. I have been very negative on Uber since long before the IPO, but I think that...
Huawei – Nowhere to run pt. XI
Still a reprieve in name only. A series of US suppliers are soon to be granted licenses to supply Huawei but picking apart commentary from...
Google and Fitbit – No Panacea.
Engineering disease bill rises to $16bn. Doctor Porat has been able to do very little to treat Google’s chronic case of engineering disease (see here),...
Pinterest – The LINE effect.
Pinterest is back where it started. Pinterest has exactly the same problem that plagued both LINE and KakaoTalk in that users in the home country...
Facebook, Samsung & Apple – No woes here.
Big tech is just fine. Apple FQ4 19 – Accessories assemble Apple reported good FQ4 19 results as wearables and services offset a less than...
Grubhub – The end begins.
Grubhub clearly demonstrates a lack of barriers. Grubhub reported reasonable Q3 2019 results compared to already lowered expectations but took expectations even further down in...
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.
Disney+ – Good omens.