Google and Samsung Q1 2020 – Blind in the storm
Google and Samsung have no idea what the future holds. Google battens down the hatches Alphabet reported good Q1 2020 results but while it noted...
NXP Q1 2020– A steer
NXP hints at mobile, industrial and automotive outlook. NXP reported reasonable results but guided as weakly as expected showing both the well-documented weakness in automotive...
Magic Leap – Endgame
Magic Leap will go down as a cautionary tale. Magic Leap’s failure can predominantly be traced back to a single problem which was the inability...
Intel Q1 2020 – The rampart
Intel is well exposed and looks defensive. Intel reported good results and guidance but the withdrawal of guidance for the rest of the year spooked...
Magic Leap & Seagate – Open and closed.
Seagate fares well while Magic Leap all but closes. Magic Leap – Shattered dreams Magic Leap has all but shut up shop and given that...
Netflix & Snap Q1 2020 – Night of surprise.
Snap is the biggest surprise of the night. Netflix Q1 2020 Netflix added far more subscribers in Asia and Europe than expected but this did...
Alibaba & The cloud – The leading indicator
The cloud theme likely to stay despite a return to work. Alibaba is doubling its investments in the cloud following the pandemic in China in...
Q1 2020 reports – COVID-19 data points
The first view of the lockdown starts this week. The most important reporting season for many years is about to begin in earnest giving the...
TSMC Q1 2020 – Defying gravity
Too many moving pieces for a clear picture. TSMC reported excellent results as smartphone orders remained resilient and a boost in demand for servers, PCs...
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 and Facebook – The social trend.