Huawei vs Samsung – Rivers of blood pt. VII.
Samsung margins unlikely to recover from Huawei’s predations. Samsung’s handset margins are unlikely to recover anytime soon thanks to a resurgent Huawei, but as ever...
Google AI – Monkey business.
Google goes bananas. Google has pioneered a new field of computer science and intelligence research resulting in new systems that can take over when the...
Meituan, Uber & Lyft – Tale of two bloodbaths.
A clear warning sign for Lyft & Uber IPOs. When I backed Meituan at its IPO as one of the more sensible listings (see here),...
Lyft IPO– Foot shot.
Lyft is giving away an edge by going public. I continue to think that Lyft is shooting itself in the foot by going public, as...
Samsung Q1 19 – Bad apples.
Samsung is looking better than Apple. Samsung has warned that its Q1 2019 performance will miss expectations which is most likely a sign of further...
Apple Services – The big blue.
New services a drop in a big blue ocean of hardware. In the face of stagnating hardware revenues, Apple has brushed up its services portfolio...
Apple – Hardware heroin
Apple needs 2.1bn paying subscribers to make it a services company. Apple will launch its new video service today, but it is very unlikely to...
Renault (& Co) & Google – Keys to the kingdom pt. II.
Google’s automotive ambitions take another hit. The Renault-Nissan-Mitsubishi Alliance’s deal with Microsoft raises the question as to whether Google will have any access at all...
Google gaming – Late to party.
Google Maps or Google +? Google has at last decided to have a proper attempt at gaming but its record outside of its core competencies...
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.
Autonomous driving – Full stop ahead.