Microsoft Build 2018 – Enterprise brain.
Reply to this post Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class...
Alibaba FQ4 18 – Juggernaut momentum
Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the...
Xiaomi IPO – Foot shot pt. II.
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi...
Spotify Q1 18 – Law of large numbers
Reply to this post Only scale slows growth. Spotify reported maiden results that met expectations but disappointed the speculators who...
Apple & Facebook – FQ1 Results & F8.
Reply to this post Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the...
Fitbit – Sold out.
Reply to this post Google alliance shutters ecosystem aspirations. With one stroke of the pen, Fitbit has most likely consigned...
Xiaomi – Foot shot.
Reply to this post Profitability limit is a shot in the foot. Voluntarily limiting one’s ability to make money for...
Facebook Q1 18 – Eye of the storm
Reply to this post There is worse to come. Facebook reported excellent Q1 18 results, but in my opinion, has...
Electric Autos – Long life
Reply to this post Long life may not bring prosperity. Data being gathered on Tesla’s battery performance is pointing to...
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.
Google i/o – The meh factor.