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...
Google vs. EU – Priced to fail
Even at $15 per unit, the impact is catastrophic. Google’s price list for its apps minus Chrome and Search is an indication that the economics...
Facebook – Bottom of the class
Yet another AI red flag. Another small slip-up by Facebook reveals just how challenging its AI problem is and why it must continue to hire...
Essential Products – The obvious clue
Must-have, not me too needed to survive. The clue to a recovery for Essential Products Inc. is in the name but so far, none of...
Google – Toothless in Europe pt. IV.
$25 per unit will shatter what little profitability there is. Google is set to change its licensing practices in Europe such that Google apps will...
Google – The rule of 99.9%.
75% of almost zero is still almost zero. Google is making some noise about how quickly Pixel users are upgrading to Android Pie (version 9),...
Zynga – In play.
Mobile gaming is much trickier than it would appear. Zynga appears to be attracting interest for acquisition (see here), but I think that the notion...
Apple – Upward mobility
Verticalisation remains the way forward for now. Apple’s verticalisation continues with its semi-acquisition of Dialog Semiconductor making a lot more to unravel when the iPhone...
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.
Spotify – Campaign launch