Qualcomm FQ4 21 – Execution chops
Qualcomm is the exception to shortages. Qualcomm reported good results and guided well which I think demonstrated more about the company’s ability to execute as...
Digital Ecosystems – Not so skewed.
Facebook sponsored report is very misleading. Comscore’s latest study seems to indicate just how dominant Apple and Google are on their own platforms but I...
Apple WWDC 2021 – Inching juggernaut.
Apple takes no risks at WWDC 2021. Apple inched the juggernaut of its ecosystem forward with a series of incremental updates that bring it into...
Arm and NVIDIA – The unthinkable pt. II.
RISC-V has a second lease of life. While there is no sign that NVIDIA will be unable to maintain Arm’s crucial independence, just the mere...
China vs. USA – Pressure cooker
The tech war heats up. The White House has ratcheted up the pressure on China with the issuance of two executive orders that in Tencent’s...
Microsoft – Generation game.
Microsoft is determined not to make a mess of this generation. Microsoft is still licking its wounds from being trounced by Sony in the last...
Digital Economy – The COVID effect.
Amazon and Microsoft are in pole position. The COVID-19 pandemic is making both temporary and permanent changes to the way the economy works but picking...
Google Hardware – Pixelated strategy
Nice innovations but virtually no buyers. Google held a fairly subdued affair where it launched a new smartphone, earbuds, Chromebook and a smart home offering....
Microsoft Surface – Hedged bets
Durable folding screens would take Surface to a new level. Microsoft has launched two brand new form factors (and use cases) but I think it...
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.
Microsoft / Activision – 2nd time lucky