Magic Leap – The reality gap pt II.
Device pays the hype price. There is nothing wrong with the Magic Leap One when compared to its peers, but relative to what Magic Leap...
Xiaomi Q2 18 – Margin gadfly
Gross margin of 6.7% is all one needs to know. Xiaomi reported what is being received as a reasonable set of results, but in my...
Cable TV – Sword of Damocles pt. VII
Cable cedes users to a combination of streaming and OTA. The usage of digital antennas to receive over-the-air broadcast TV is continuing to rise in...
Qutoutiao IPO – Jumped gun
Way too early to go public. Most metrics for Qutoutiao are pointing in the wrong direction, leaving only its relatively low penetration of the Chinese...
Uber Q2 18 – Time to print pt. II
Lyft may be causing more problems than it should. Uber produced a quarter where revenue growth slowed and there was little sign of the...
Salmon Fishing in the Yemen – Back Aug 16
RFM will return from fishing on August 16th.
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...
Facebook Q2 18 – Roosting chickens.
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...
Bixby 2.0 – Negative value.
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,...
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.
Didi – Broken panda.