Ford – Wild horses
Mustang Mach-E is a ray of hope. Ford may be mistaken about what electric and autonomous vehicles will do to demand for its products (see...
Sony AI – 2 from 3
2 of Sony’s AI proposals make sense. While Sony appears to be late to the game in AI, it has been working on this for...
Samsung services – Repeating history?
Here we go again. The last time Samsung had a go at services the result was expensive and painful and resulted in a civil war...
ByteDance (TikTok) – Full stream ahead.
Video comes for the music stars. ByteDance is aiming to extend the popularity of TikTok into the subscription music space but I question whether its...
Motorola – Four-letter words.
RAZR returns for its 3rd tour of duty. The Motorola RAZR has defined Motorola’s history in mobile devices which Motorola has taken to the next...
Mobile Banking – The legacy bet
If you can’t beat them, join them. Google’s move into banking with Citigroup makes complete sense because, as Facebook found, the vested interests in the...
Disney+ – Good omens.
Teething problems are a good sign. I see the technical issues at Disney as a good sign because it implies that the demand for the...
Apple – No spectacle.
Deadlines can easily be pushed out. To get augmented reality to the point at which Apple can ship a product that it is ready for...
Uber Autonomous – Big Hero Zero.
This asset is virtually worthless. Disclosures in Uber’s Q3 19 10-Q SEC filing reveal that the situation at its autonomous driving unit is worse than...
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.
5G – Wide open spaces