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...
GOOG, MSFT & INTC – Cloud party.
Reply to this post Cloud and mobile drive 3 for 3. Alphabet Q4 16. Alphabet reported excellent results driven once...
Qualcomm – Tooth and nail.
Reply to this post This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting...
LINE Q4 16 – Game off.
Reply to this post Gaming could save LINE but the focus appears to be elsewhere. LINE reported a difficult set...
Alibaba FQ3 17 – Crossed swords.
Reply to this post Where Alibaba crosses swords with its peers, life is much tougher. Alibaba reported excellent FQ3 17...
Snap Inc. – Valuation snaps.
Reply to this post Snapchat looks more like Twitter than Facebook. Snapchat appears to be intending to focus on engagement...
Alphabet – Magic half
Reply to this post Half a million is good but not enough. Latest data from Wave 7 is implying that...
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.
Facebook Q4 16 – In focus