Huawei – Rivers of blood pt. VI.
The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles...
Epic Games – Steam pressure.
Pressure on Valve could lead to pressure on Google. Valve is resorting to underhand tactics to undermine Epic’s competition on the PC in another sign...
Spotify Q4 18 – Into the night
The labels won’t go quietly into the night. Spotify reported its first-ever profit and underscored its move into podcasts but the fall in the share...
Alphabet & Snap – Q4 18.
In this business, it pays to be big. Alphabet Q4 18 – Outside the doghouse. Alphabet reported good Q4 18 results, but rising costs and...
Fortnite – Genesis.
A new breed of digital ecosystem may rise. Fortnite is showing early signs of expanding from gaming and offering other Digital Life services leading to...
Apple Siri – Nose job.
The privacy religion may prevent the AI fix. In stamping his authority on Apple’s AI efforts, John Giannandrea has an opportunity to fix the problems...
Facebook Q4 18 – No-one cares.
Facebook users & clients don’t seem to care about its’ issues. Facebook reported good Q4 18 results confirming that its users and its clients do...
Apple FQ1 19 – Nice but dull.
Apple is looking like a safe haven once again. Hardware is by far the most efficient method of digital ecosystem monetisation but at the same...
Google Automotive – Wobbly wheels
Android Automotive is far from a foregone conclusion. Google clearly still thinks of vehicles as nothing more than handsets on wheels which I think is the...
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 vs. Amazon – Battle for the smart home pt. XIV.