Intel Q3 2020 – Under siege.
The foundation shakes Intel followed IBM in reporting weakness in the cloud which was more than offset by the PC market, but this was not...
Autonomous autos – Faulty steering.
Removing the safety driver can lead to a misinterpretation of reality. Cruise has received permission to run its vehicles without safety drivers being present which...
Quibi – Reality prevails.
$1.4bn goes up in smoke. Quibi has bowed to the inevitable and decided to close its doors which should serve as a warning to investors...
Google vs. DOJ – Scroogled!
Now its Google’s turn. Its Google’s turn to be on the end of a lawsuit brought by the US Department of Justice alleging abusive monopolistic...
TSMC Q3 2020 – Third quarter tealeaves.
TSMC points to more strength in the cloud. TSMC reported excellent Q3 2020 results and guidance but refused to be drawn on how much of...
Research Publication – The COVID-19 Webinar version 3.0 – Musical Chairs
16th October 2020: RFM updates its COVID-19/Technology coverage with the publication of The COVID-19 Webinar version 3.0 – Musical Chairs. The pandemic is here to...
Zoom – Great company, terrible stock.
Zoom goes from app to platform. Zoom is moving to offer more functionality on its service with the aim of becoming a platform and maintaining...
Apple – Pods and phones.
Apple brings 5G properly to market. Apple has launched four new iPhones and a Homepod Mini in an event that aims to preserve margins, bring...
Disney – All in.
Disney goes all-in on streaming as it should. The pandemic and the success of Netflix have pushed Disney to reorganise its entertainment division resulting in...
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 – Nowhere to run pt. XXII