Yahoo! / Tumblr – Diamond in the rough
Tumblr is exactly what Yahoo! needs to expand its coverage of Digital Life. The wires are alive with the idea...
Yahoo! – Wrong villain
Google is a bad choice. Apple would be a better fit. Marissa Mayer seems to want to get out of...
Yahoo! Q1 – Darker horse
Difficult results in display advertising mask the potential. Yahoo! reported disappointing results as display advertising continued to decline despite the...
Yahoo! – A place in the pantheon?
Yahoo! currently lacks the assets but has the users to be a viable ecosystem. Yahoo has completed its first full...
Twitter – Price of free speech pt. II
Poison pill is a lawsuit waiting to happen. Twitter’s board has adopted a poison pill in an attempt to block a take-over by Elon Musk...
Tencent Q1 20 – The lockdown lift
Tencent waters down expectations to prevent a big miss later in the year. Tencent reported good results as it benefitted greatly from millions of Chinese...
Verizon – Vitriolic Oath
A packet-pushing future awaits Verizon confirms my long-held belief that the one good thing that Marissa Meyer did for long-suffering Yahoo shareholders was to sell...
Verizon – Dumb pipe
More excited about its pipe than the contents Verizon reported good Q3 18 results headlining with 510,000 smartphone post-paid net adds, 5G and 6% YoY...
Google & Co. – Broken Valley pt. V.
Google, & Co. have their tentacles in almost everything that’s “free” RFM’ use of Google as the developed market’s benchmark for monetisation gains greater foundation...
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.
Yahoo! Q2 – The long haul.