Seasons Greetings – Back Jan 5th
Radio Free Mobile is going off the air for the season but will return on January 5th. RFM would like...
LINE – Talking Radio
LINE expands its offering to keep revenues growing. LINE has agreed to buy Microsoft’s free personal music streaming business, MixRadio...
Samsung vs. Apple – No pay day.
A great payments service is not enough to stem the tide. While Apple continues to expand the reach of Apple...
Xiaomi – Reality Check Pt II
Xiaomi disclosures push valuation even lower. A disclosure to the Shenzhen stock exchange has revealed the reality of Xiaomi’s financial...
Facebook – De-Binged
Facebook shows the critical nature of optimised experiences. Facebook’s decision to remove Bing is very unlikely to be a sign...
Sony vs. Microsoft – Danger zone.
Sony’s advantage already looks to be at risk. Microsoft’s efforts to make up for the disastrous launch of the Xbox...
Xiaomi vs. Ericsson – Bloody bandwagon.
Patent royalties will pressure margins further. Xiaomi has hit a road block in India as some of its products have...
Ecosystem economics – Cash triumvirate
A third way to monetise may be about to emerge. Microsoft’s pricing scheme for Windows 10 has yet to be...
LGE – Harsh reality
Only volume can improve profitability. LG’s latest moves show all the signs of a company that has come to terms...
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.
Huawei – Pipe dreams