AI chickens come home to roost. The chickens have finally come home to roost as Facebook has guided very badly for medium term as its weaknesses in AI are forcing...
Bixby is a reason not to choose a Samsung device While all eyes will be on the Galaxy Note 9 at Samsung’s next launch event, Bixby 2.0 is likely to...
EU issues brushed aside. Alphabet contemptuously brushed aside the regulatory gadfly when it reported excellent Q2 18 results where mobile maturity is having margin benefits. Q2 18 revenues-ex TAC /...
Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but I suspect that behind closed...
There is no real return to the consumer. Microsoft reported a great finish to its 2018 fiscal year as its enterprise business went from strength to strength and I think...
EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that it considers illegal when it...
Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential Phone in Halo Gray coming...
Networking industry is collateral damage. Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to do with increasing the appeal...
Emmy Nominations again signal the death of cable TV. The 2018 Emmy nominations (see here) are out and for the first time, it is one of the streaming services that...
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 Q2 18 – Profitability streak
Hopefully, the indication of profits can become reality. Amazon produced good results making up for a revenue shortfall with profitability, raising hopes yet again that at last Amazon is at...