China vs. USA – Retaliatory strike?
A self-defeating retaliation. If China blocks Nokia and Ericsson exports, it will simply accelerate the migration of manufacturing from China that will cost Chinese jobs...
TikTok – Ticking clock.
Any move needs to happen fast. The fact that TikTok is not that difficult to emulate shows that its real asset is its network of...
Netflix Q2 2020 – Peter and Paul.
Netflix robbed Peter to pay Paul. Netflix reported good results, but it turns out that the very strong subscriber numbers in H1 2020 were mostly...
Jio Platforms – The Bollysystem 2.0.
Google investment clarifies intentions. Jio Platforms now has both Facebook and Google as investors indicating that Jio’s strategy is not to create a digital ecosystem...
Huawei –Nowhere to run pt. XIX.
The UK extracts its pound of flesh. The protestations of the UK operators against the Huawei ban is likely to fall on deaf ears as...
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...
Bose – Visual impairment.
The AR field continues to narrow. Bose’s journey outside of its core audio business has come to an end with the closure of its Augmented...
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...
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.
TXN & SNAP Q2 2020 – Pandemic drivers