Uber Q3 2019 – Edge of the woods
Uber is not quite out of the woods yet. I have been very negative on Uber since long before the IPO, but I think that...
Huawei – Nowhere to run pt. XI
Still a reprieve in name only. A series of US suppliers are soon to be granted licenses to supply Huawei but picking apart commentary from...
Google and Fitbit – No Panacea.
Engineering disease bill rises to $16bn. Doctor Porat has been able to do very little to treat Google’s chronic case of engineering disease (see here),...
Pinterest – The LINE effect.
Pinterest is back where it started. Pinterest has exactly the same problem that plagued both LINE and KakaoTalk in that users in the home country...
Facebook, Samsung & Apple – No woes here.
Big tech is just fine. Apple FQ4 19 – Accessories assemble Apple reported good FQ4 19 results as wearables and services offset a less than...
Grubhub – The end begins.
Grubhub clearly demonstrates a lack of barriers. Grubhub reported reasonable Q3 2019 results compared to already lowered expectations but took expectations even further down in...
Google, SoftBank & Huawei – Smorgasbord.
Google Q3 19, Another Softbank write-down, Huawei’s UK respite. Google Q3 19 – Core drives. The rest lags. Alphabet reported good Q3 19 results that...
Google – The long tail.
Better search but not assistant. Google is going to get even better at search which will improve its relevance with users and increase its dominance,...
Short Break – Back Oct 28
Radio Free Mobile is taking a short break. Daily commentary will resume on October 28th.
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.
Google Pixel – Damage done pt. III