Alphabet & Amazon – Over and under
Alphabet Q2 19 Cloud and Pixel lift Alphabet over the bar Alphabet reported strong Q2 19 results as Google Cloud and the Pixel 3a put...
Facebook & Tesla – Surprising times
Tesla Q2 19 Record shipments and more losses spells trouble. Tesla’s fundamental inability to make money by selling cars came back to haunt it again...
Apple & Intel – Fuzzy logic
Acquiring Intel’s modem business now makes no sense. The WSJ (see here) is reporting that Apple is close to buying Intel’s modem business but given...
Open AI & Microsoft – Lottery ticket
Microsoft takes a punt on Open AI. Open AI, the “non-profit” AI company, has taken a $1bn investment from Microsoft that sees Microsoft buy itself...
App Store Wars – The Phantom Menace.
Signs of the rebellion are gathering pace. The rebellion against the current status quo in-app distribution is growing and it is Apple that may find...
Samsung, Huawei et al – Nasty origami pt. V.
Folding screens need to start again from scratch. There is still plenty of enthusiasm and research being put into flexible screens but until the scratch-ability...
Netflix Q2 19 – Risky business
Netflix is now a studio. A great set of results was disfigured by slower user growth as price increases and the verticalisation of the content...
Artificial Intelligence – Catch-up.
UC Irvine treads in Deep Mind’s footsteps. The University of California has created an algorithm that can solve Rubik’s cube from scratch, but I think...
Yandex – Robotic dark horse.
Yandex is closer to robotaxis than Tesla. Yandex’s subsidiary is expanding its reach into the taxi industry in Russia which provides a route to market...
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.
Android Q – Turkey vote