Tencent Q3 17 – Time purchase
Reply to this post Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which...
Android – Downward slope.
Reply to this post Fragmentation getting worse not better. Despite Google’s best efforts, the situation with fragmentation in Android devices...
Apple – Tick in the box.
Reply to this post Hacking of Face ID proves its security. The inevitable hacking of Face ID has been achieved...
Softbank & Uber – Sellers’ paradise
Reply to this post At around $70bn, there should be plenty of sellers. Uber has approved a deal where SoftBank...
Apple – Augmenting reality.
Reply to this post Unit launch in 2019 is an augmentation of reality. If Apple is working on an AR...
Tencent – Digital circumnavigation.
Reply to this post Tencent begins to build on Supercell. Following the most difficult set of results after its IPO,...
Snap Q3 17 – Sixes and sevens.
Reply to this post Dreadful results reveal a company in disarray. Snap reported weak results that bear all the hallmarks...
Facebook vs. Snap Inc. – Own goal pt. II.
Reply to this post An unaffordable outage. Snap Inc’s Snapchat service suffered a 4 hour worldwide outage that enraged its...
Razer phone– In character.
Reply to this post For hardcore fans only. Razer has stuck to what it knows in its in launching first...
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.
Google vs. Facebook – AI dividend.