Epic Games & Sony – Epic unreality.
If you can’t beat them, join them. Sony’s investment in Epic Games finalises the end to any ecosystem that it intended to build and from...
Arm – Back to basics.
A return to the public market is now more likely. Arm’s restructuring is either signalling a rapid return to the stock market or no return...
Samsung Q2 2020 – Loving lockdown.
Semiconductors pull a blinder. Samsung has indicated that it has had a good Q2 2020 almost certainly because the stay at home trend has continued...
ByteDance – Chinese whispers.
Little suffering from the current ban. The notion that the current ban in India is going to cost ByteDance $6bn in revenues sounds to me...
BMW – Risk on.
Subscription features is a risk worth taking. BMW’s potential move to feature subscription has some problems but if this pushes BMW towards having a relationship...
Byton – End of the road?
Byton’s trouble is an opportunity for others. One of my favourite electric car makers is in the kind of trouble from which it may not...
China vs. India – Warning shot.
Ban is meaningless without further action. India’s banning of 59 Chinese apps including TikTok and WeChat is a ban that will have very little effect...
Google – Glasses mended.
Google has another go at AR. It looks like Google is in the final stages of agreeing the acquisition of North, one of the more...
Autonomous Autos – Gadzoox!.
Zoox is all about the automation of distribution. I am far from convinced that Amazon has decided to enter the autonomous driving game but instead...
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.
Bose – Visual impairment.