Salmon Fishing in the Yemen – Back Aug 16
RFM will return from fishing on August 16th.
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,...
Alphabet Q2 18 – Fine? What fine?
EU issues brushed aside. Alphabet contemptuously brushed aside the regulatory gadfly when it reported excellent Q2 18 results where mobile maturity is having margin benefits....
Google – Toothless in Europe pt. III.
Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but...
Microsoft FQ4 18 – All enterprise
There is no real return to the consumer. Microsoft reported a great finish to its 2018 fiscal year as its enterprise business went from strength...
Google – Toothless in Europe pt. II.
EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that...
Essential – Price signal.
Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential...
Amazon – Whoops apocalypse
Networking industry is collateral damage. Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything 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.
Amazon Q2 18 – Profitability streak