Smart speakers – Pregnant pause
Reply to this post Pause while products improve. Google is catching up with Amazon in the smart speaker race, but...
Tencent Q1 18 – Expectations management
Reply to this post Bad guidance is worse than no guidance at all. Tencent reported Q1 18 results that beat...
Facebook – The thin ice
Reply to this post Facebook security stats reveal flaws. Facebook disclosed Q1 enforcement data for the first time and while...
Amazon – Size 12s pt. II.
Reply to this post Alexa leaves Cortana out in the cold. HP’s integration of Alexa into its all-in-one PC...
Music streaming – Tidal wave
Reply to this post This could be the end of Tidal. Tidal has received allegations of serious misconduct which if...
Indian e-commerce – Play defence.
Reply to this post I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in...
Google i/o – The meh factor.
Reply to this post A rather subdued affair. Android P offered up such marginal improvements that Google was forced to...
Microsoft Build 2018 – Enterprise brain.
Reply to this post Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class...
Alibaba FQ4 18 – Juggernaut momentum
Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the...
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.
Sony – Old chestnut