Amazon & Baidu Q2 17A – Back to basics
Reply to this post Amazon and Baidu get back to what they do best. Amazon – Not making money Amazon...
Facebook Q2 17A – Cash community
Reply to this post Community is about cash generation. Facebook reported another set of excellent results and laid out pretty...
Facebook – Empty head
Reply to this post Another smart speaker that badly needs a brain. It looks like Facebook is joining the ever...
Alphabet – Other people’s money
Reply to this post Core businesses showing signs of maturity. Alphabet reported good Q2 17A results but the fact that...
Uber vs. everyone – Colonial times
Reply to this post Uber’s dreams of colonisation are slipping away. First Uber lost China, then Russia and now it...
Microsoft FQ4 17 – Head in the clouds.
Reply to this post Not a cloud in the sky. A strong finish to the fiscal year cements Microsoft’s positions...
Qualcomm FQ3 17 – Strong stomach
Reply to this post Qualcomm has the stomach for a fight. Despite the seemingly challenging situation the company is currently...
AR – Productivity pays
Reply to this post AR is alive and well in the enterprise. Amongst a surprising re-launch of Google Glass and...
Blue Apron – Size 12s.
Reply to this post Amazon’s size 12s causes dismay for Blue Apron and Hello Fresh. The saga of Blue Apron...
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.
iOS vs. Android – Catch-up