Arm FQ2 24 – Pretty plain sailing
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant...
Research Publication – Artificial Intelligence – Bubble Economics – Radio Free Mobile
November 8th 2023: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Bubble Economics. RFM research subscribers will receive their...
OpenAI & Microsoft – Ecosystem game
OpenAI makes its play for the AI ecosystem OpenAI is seeking to capitalise on its early lead in AI and change a chatbot into a...
Artificial Intelligence – Lifecycle of a bubble pt. II
Bubble valuations but real use cases. As more and more models are released by companies, start-ups and open source, the harder they will have to...
Apple FQ4 23 – More of same
Incremental improvements and growth. Apple reported reasonable results but concerns around its business in China and an accounting abnormality took their toll on the share...
Qualcomm FQ4 23 – The Turn
Qualcomm signals the worst is over. Qualcomm reported good results signalling that the worst is over leaving a flat short-term outlook and a longer...
Autonomous Autos – Cruise control
Cruise is mostly punished for bad behaviour. Although there was most certainly a technology failure, Cruise is off the roads mostly because the California DMV...
Apple – Chugging along.
M3 does not wipe the floor with Elite X. Apple launched its next series of M-chips but even though they will all be made on...
Qualcomm Snapdragon Summit – The Gauntlet
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with 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.
Ouster Q3 23 – The corner.