Amazon Q1 2020 – Pandemic blues.
Lack of a vaccine will hurt for some time. Amazon reported good results but disappointed shareholder by committing all of its profits in Q2 2020...
Apple FQ2 2020 – The olive branch
Withdrawal of guidance unsettles the market. Apple reported good results but withdrew its guidance offering instead an olive branch comprised of a dividend increase...
Microsoft and Facebook – The social trend.
Facebook surprises more than Microsoft. Microsoft FQ3 2020 – The obvious beat Microsoft ticked all the right boxes in its FQ3 2020 earnings report with...
Google and Samsung Q1 2020 – Blind in the storm
Google and Samsung have no idea what the future holds. Google battens down the hatches Alphabet reported good Q1 2020 results but while it noted...
NXP Q1 2020– A steer
NXP hints at mobile, industrial and automotive outlook. NXP reported reasonable results but guided as weakly as expected showing both the well-documented weakness in automotive...
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...
Intel Q1 2020 – The rampart
Intel is well exposed and looks defensive. Intel reported good results and guidance but the withdrawal of guidance for the rest of the year spooked...
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...
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 & Automotive – On the moov