Tesla – Leaky bucket
The assumptions do not hold water It looks like Tesla has been successful in raising money for its autonomous driving ambitions but I find its...
Google i/o 2019 – Innovation not revolution
Incremental improvements hallmark a rather humdrum keynote. With less to say about AI and Android, Google added hardware launches and pushed a privacy agenda in...
Microsoft Build 2019 – Nice to have
Plenty of nice. No must-have In a company that is now so dominated by the enterprise, its gaming business increasingly sticks out like a sore...
Research Publication – Mobile Ecosystems – Territorial Waters – Thematic update.
May 6th 2019: Radio Free Mobile updates its coverage of mobile ecosystems with the publication of: Mobile Ecosystems – Territorial Waters – Thematic update. RFM research subscribers...
Epic Games – Rocket powered
Epic fuels its ecosystem ambitions Psyonix adds weight to Fornite’s already mighty presence in the world of digital gaming meaning that Microsoft, Sony, Valve and...
Apple – The great dictator.
A reason to give your kids Android. Apple vigorously denies that its purge of parental control apps has anything to do with its new Screen...
Apple and Facebook – More of same
Apple FQ2 19 – Stabilisation Apple reported what was considered to be good results as the iPhone business showed greater stabilisation than the more pessimistic...
Google & Samsung – Tough at the top
Google Q1 19 – Risky investments. Google reported disappointing Q1 19 results as both its size and the fact that it is 50% dependent on...
Samsung vs. Huawei – Fatal fragility
Mate X unlikely to launch on time. The timing of Samsung’s inevitable (see here) delay of retail availability of the Galaxy Fold will be short-lived...
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.
Amazon vs. Google – Stealing thunder