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...
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...
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.
Faraday Future – The wrong man pt. II.