Pinterest – The LINE effect.
Pinterest is back where it started. Pinterest has exactly the same problem that plagued both LINE and KakaoTalk in that users in the home country...
Facebook, Samsung & Apple – No woes here.
Big tech is just fine. Apple FQ4 19 – Accessories assemble Apple reported good FQ4 19 results as wearables and services offset a less than...
Grubhub – The end begins.
Grubhub clearly demonstrates a lack of barriers. Grubhub reported reasonable Q3 2019 results compared to already lowered expectations but took expectations even further down in...
Google, SoftBank & Huawei – Smorgasbord.
Google Q3 19, Another Softbank write-down, Huawei’s UK respite. Google Q3 19 – Core drives. The rest lags. Alphabet reported good Q3 19 results that...
Google – The long tail.
Better search but not assistant. Google is going to get even better at search which will improve its relevance with users and increase its dominance,...
Short Break – Back Oct 28
Radio Free Mobile is taking a short break. Daily commentary will resume on October 28th.
Softbank & WeWork – End of work?
Goodbye blue sky. Softbank needs to take a good hard look at its processes as the valuation that it is prepared to pay for WeWork...
Airbnb – Unfortunate brush.
Airbnb is not WeWork. Airbnb is being tarred with the WeWork, Uber and Lyft brush, but a closer look reveals a company that has already...
Facebook Libra – Saving gravy.
Vested interests sink Libra. There are certainly regulatory issues that need to be addressed with Facebook’s or any digital currency, but I suspect that the...
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.
Google and Fitbit – No Panacea.