Zoom Video Communications – Harsh Limelight
Short-term issues mask long-term promise. Zoom has been thrust into the limelight due to the current pandemic and as a result, its shortcomings (typical for...
Digital Economy – COVID-19 Smartphone Impact
Usage increase that will be hard to monetise. There has been a large increase in smartphone usage, but I think that a lot of companies...
Wireless Power – Covid-19 silver lining.
The pandemic is a great use case for wireless power. Until there is a vaccine, no one is going to want to touch anything they...
Samsung and Airbnb – Day of rescue
Samsung Electronics Q1 20 – Cloud rescue. Samsung has reported good Q1 2020 results where the clear indication is that demand for memory, storage and...
Airbnb – Hardest times.
An equity raise will be brutal. I have very little doubt that Airbnb will survive this crisis but there is very little visibility in terms...
Digital Economy – The COVID effect.
Amazon and Microsoft are in pole position. The COVID-19 pandemic is making both temporary and permanent changes to the way the economy works but picking...
SoftBank – Fire sale?
SoftBank is likely to have to sell more assets. SoftBank is in an increasingly tight spot as many of its portfolio companies are in trouble...
Huawei 2019 – The lighthouse and the iceberg.
2020 likely to be a very difficult year. Huawei has done an excellent job of weathering the storm in 2019 but the tidal wave in...
Meituan-Dianping – Long hard climb.
Risk that many partners don’t come back at all. Meituan-Dianping reported good Q4 19 results that no one really cared about with all attention being...
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.
Research Event – COVID-19 Webinar – Impact on the economy, technology sector & share prices