Ford – Ship and remember.
Ford is starting to understand digital. I may have issues with Ford’s view on vehicle demand (see here) but there are signs that Ford is...
Google Stadia – Humble pie.
Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that...
Tesla / Mobileye – Double vision
Robotaxis will not be appearing anytime soon. McAfee has exposed a corner case that triggered dangerous behaviour by a Tesla vehicle in another example of...
Blue Apron – No bottom
Blue Apron shares are probably going to zero. Another set of awful results has forced the board of Blue Apron to seek “strategic alternatives” which...
COVID-19 – No-one knows
Apple does not know how badly it will miss FQ2 20. The first signs of the impact of the COVID-19 outbreak on the world economy...
Apple 5G – Antenna issues
mmWave antenna design is still a big issue. As I have long suspected, one of the most challenging issues for 5G is the design of...
Huawei – Nowhere to run pt. XII
The USA makes up for recent ground lost. The US Department of Justice has stepped up its campaign against Huawei in a move that I...
Essential Products – Never essential.
Me too products sink the ship. Andy Rubin’s Essential Products Inc has gone from a $1.2bn start-up to ignominious closure simply because it catastrophically failed...
Samsung – 5G favour.
Samsung gives 5G a major boost. Samsung has launched its annual flagships for 2020 and the fact that all of them will support 5G at...
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.
Foldable devices – Nasty Origami pt. VI.