Quibi – Eyeball desert
Quibi looks doomed to fail. The early figures for Quibi are very disappointing which the company is blaming on the pandemic lockdown which I find...
Huawei – Nowhere to run pt. XVI.
The West hardens further signalling a terrible 2020 and 2021. The combination of a U-turn by the UK, failure to get the extradition case against...
Microsoft – Generation game.
Microsoft is determined not to make a mess of this generation. Microsoft is still licking its wounds from being trounced by Sony in the last...
ByteDance – Brothers’ shadows.
TikTok needs independence to remove the growing regulatory risk. TikTok has joined Huawei as one of only two Chinese technology companies that have enjoyed great...
Amazon & Zoox – Bottom fishing
Consolidation wave gathers momentum. Zoox would make a good fit for Amazon which clearly intends to capitalise on autonomous driving being much later than expected...
Meituan Dianping Q1 20 – Fast forward
Meituan invests to accelerate adoption. Meituan Dianping reported good results as revenue fell less than expected and has picked up quickly following the re-opening of...
Magic Leap – The greatest showman.
Rony shows his true talent. Magic Leap appears to have raised another $350m giving it a lifeline for a few quarters demonstrating that while Rony...
Epic Games – Gritted teeth
Clearly, Fortnite has not had a good lockdown. Epic Games has caved into Google and is making Fortnite available in Google Play (see here) in...
Apple Glass – Tracking right
No glassholes please, we are Apple. Details of Apple’s rumoured augmented reality offering has leaked and it looks like Apple has taken a practical approach...
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.
Zoom Q1 2020 – Zoom by nature