Apple FQ4 18 – Opacity rules
Apple signals the way ahead is less predictable. Apple reported excellent FQ4 18 results but guided weakly for FQ1 19 which combined with Apple putting...
Apple vs. Android – The price of price.
Apple benefits but Android suffers. The result of huge increases in device prices is now being felt as data from the US indicates that iPhone...
Facebook & Baidu – Tough times.
Reasonable numbers but tough outlook. Facebook Facebook reported reasonable results but I still don’t think that the market has fully appreciated the difficulty that the...
Faraday Future – The wrong man pt. II.
Red flags everywhere The saga of Faraday Future continues with further evidence of terrible financial management which serves to underpin my view that while Jia...
IBM & Red Hat – Picks and shovels.
IBM can now lay a claim to the cloud. IBM’s acquisition of Red Hat needs to go well because the $34bn that IBM is paying...
GOOG, AMZN & SNAP – 3 Black marks
AMZN & Snap struggle. GOOG is just fine. Performance relative to expectations drove the earnings of Amazon, Google and Facebook obscuring that at least in...
Spotify – Campaign launch
The assault on the labels begins. Spotify has formally launched what I think is the first element of a strategy that will see the obsolescence...
Verizon – Dumb pipe
More excited about its pipe than the contents Verizon reported good Q3 18 results headlining with 510,000 smartphone post-paid net adds, 5G and 6% YoY...
Google & Co. – Broken Valley pt. V.
Google, & Co. have their tentacles in almost everything that’s “free” RFM’ use of Google as the developed market’s benchmark for monetisation gains greater foundation...
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.
CES 2019 – Optimistic origami pt. II