Qutoutiao IPO – Jumped gun
Way too early to go public. Most metrics for Qutoutiao are pointing in the wrong direction, leaving only its relatively low penetration of the Chinese...
Uber Q2 18 – Time to print pt. II
Lyft may be causing more problems than it should. Uber produced a quarter where revenue growth slowed and there was little sign of the...
Salmon Fishing in the Yemen – Back Aug 16
RFM will return from fishing on August 16th.
Amazon Q2 18 – Profitability streak
Hopefully, the indication of profits can become reality. Amazon produced good results making up for a revenue shortfall with profitability, raising hopes yet again that...
Facebook Q2 18 – Roosting chickens.
AI chickens come home to roost. The chickens have finally come home to roost as Facebook has guided very badly for medium term as its...
Bixby 2.0 – Negative value.
Bixby is a reason not to choose a Samsung device While all eyes will be on the Galaxy Note 9 at Samsung’s next launch event,...
Alphabet Q2 18 – Fine? What fine?
EU issues brushed aside. Alphabet contemptuously brushed aside the regulatory gadfly when it reported excellent Q2 18 results where mobile maturity is having margin benefits....
Google – Toothless in Europe pt. III.
Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but...
Microsoft FQ4 18 – All enterprise
There is no real return to the consumer. Microsoft reported a great finish to its 2018 fiscal year as its enterprise business went from strength...
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.
Cable TV – Sword of Damocles pt. VII