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...
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...
Google – Cloak and dagger
Google issues a closet profit warning. Google has effectively warned the market that 2020 is going to be rough by freezing hiring in another sign...
Netflix – The addition game
Netflix needs subscribers. Netflix is being hailed as one of the lockdown winners and while usage of the service has probably jumped 30% or more...
SoftBank – Viral pin.
SoftBank will emerge better and stronger. It is the realisation it overpaid for many of its portfolio investments that is causing SoftBank so much difficulty...
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.
Intel Q1 2020 – The rampart