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...
Research Event – COVID-19 Webinar – Impact on the economy, technology sector & share prices
Radio Free Mobile is running a series of webinars for its subscription clients to present what it sees as the issues an outcomes resulting from...
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...
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.
Alibaba & The cloud – The leading indicator