Digital Automotive – Badly needed space.
Falling investments give OEMs more space. Since the deflation of the autonomous hype balloon, investments in automotive technology have fallen which will slow the pace...
Uber Q4 19 – The Adjustment Bureau.
Rides doesn’t really make any money. Uber reported reasonable results compared to expectations but losses have remained heavy which I think will continue to weigh...
Qualcomm & Spotify – The 5G podcast.
Qualcomm FQ1 20 – 5G story. Qualcomm reported good results as the roll-out of 5G is gathering pace but the uncertainty in China is likely...
Streaming wars – Starting gun.
Disney is out of the blocks in first position. Disney has handsomely beaten expectations for its Disney+ service but at the same, the costs of...
Alphabet – Wishful thinking
Google is not going to become Apple. Google reported good Q4 19 results, but its greater disclosure unwittingly revealed that hardware has again let...
Digital automotive – Window of opportunity
Data from cars is better than data from phones for now. When it comes to digital transportation services, I think that data that comes...
Amazon & Uber – Cylinders and pockets.
Amazon Q4 19 – Almost all cylinders Amazon reported excellent results that completely overshadowed the hundreds of millions that Amazon is burning to win India...
Facebook & Tesla Q4 19 – Mixed bag.
Tesla Q4 19 – Own two feet Tesla’s results have already divided opinion, but while the valuation remains unjustifiable, I think my very long-term view...
Apple FQ1 20 – Big battery.
Battery life drives the earnings iPhone had a very good bounce off the lows of FQ1 19 driven by a recovery in China but a...
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.
Robotaxis – Half-way house.