Research Publication – Mobile Ecosystems – Territorial Waters – Thematic update.
May 6th 2019: Radio Free Mobile updates its coverage of mobile ecosystems with the publication of: Mobile Ecosystems – Territorial Waters – Thematic update. RFM research subscribers...
Epic Games – Rocket powered
Epic fuels its ecosystem ambitions Psyonix adds weight to Fornite’s already mighty presence in the world of digital gaming meaning that Microsoft, Sony, Valve and...
Apple – The great dictator.
A reason to give your kids Android. Apple vigorously denies that its purge of parental control apps has anything to do with its new Screen...
Apple and Facebook – More of same
Apple FQ2 19 – Stabilisation Apple reported what was considered to be good results as the iPhone business showed greater stabilisation than the more pessimistic...
Google & Samsung – Tough at the top
Google Q1 19 – Risky investments. Google reported disappointing Q1 19 results as both its size and the fact that it is 50% dependent on...
Samsung vs. Huawei – Fatal fragility
Mate X unlikely to launch on time. The timing of Samsung’s inevitable (see here) delay of retail availability of the Galaxy Fold will be short-lived...
Verizon 5G – Speed not substance
The laws of physics reassert their supremacy. Verizon has been forced to ditch the $10 premium that it charges customers to access the 5G network...
Facebook Q1 19 – Project Fear
Project Fear fails to reflect reality. Until users vote with their feet, criticism of Facebook’s business practices is irrelevant. A cracking set of results further...
Twitter Q1 19 – Smoke and mirrors
The switch to DAU hides reality. Twitter reported good results as its actions to stimulate engagement began to bear fruit but any notion that this...
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.
Microsoft Build 2019 – Nice to have