Virtual Reality – Virtual standstill.
Reply to this post VR seems only to be popular at trade shows. After a very disappointing 2016, Virtual Reality...
Facebook vs. Alphabet – Worlds apart
Reply to this post Facebook and Alphabet are worlds apart when it comes to AI. While Google is pushing the...
Xiaomi & Huawei – Different strokes
Reply to this post Xiaomi and Huawei go in different directions. While commentators are absorbed with Apple’s (almost certainly temporary)...
GoPro vs. Shenzhen – Forlorn hope
Reply to this post GoPro needs something special to fend off Shenzhen. GoPro released another set of awful results highlighting...
Snap Inc. – Pain not gain
Reply to this post I see only pain for investors paying $22.5 at the IPO. $20bn – $25bn is at...
Facebook Q4 16 – In focus
Reply to this post Facebook intends to kill the YouTube star. Facebook reported good results and highlighted that while 2017...
Apple FQ1 16 – One way street.
Reply to this post iPhone benefits where Google could not. Apple released excellent results highlighting that contrary to my previous...
Fitbit – Boredom bites.
Reply to this post User indifference likely to drive further estimate cuts in 2017. Fitbit issued a horrible profit warning...
Google Enterprise – No G man.
Reply to this post G Suite and Chromebook upgrades are too little too late. Functionality upgrades to the mobile version...
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.
Twitter Q4 16 – No Trump card