Research Publication – Reality Bytes – Clash of the Titans Vol. V.I
Radio Free Mobile and Alavan Independent update their view on China and Technology with the publication of Reality Bytes – Clash of the Titans Vol....
Meta Platforms Q4 2022 – No diet.
There is still lots of fat to cut. Meta reported results that were better than feared, announced an efficiency drive as well as a...
Snap Q4 2022 & Social Media – Nasty precedent
Twitter sets a nasty precedent for fat companies. Rotten results highlight that many social media companies are structurally unable to make money because they are...
The Metaverse – Enterprise only
Expectations and sentiment continue to worsen. The reduction in PlayStation VR2 volumes for 2023 does not come as a huge surprise as the Metaverse is...
Research Publication – Automotive Ecosystems – Sitting ducks Vol. III – Frankenstein’s monster
January 30th 2023: RFM deepens its coverage of the digital automotive ecosystem with the publication of Automotive Ecosystems – Sitting ducks Vol. III – Frankenstein’s...
Intel Q4 2022 – Code red.
The sirens are wailing in Santa Clara. It may be the CEO of Rolls Royce who is evoking the “burning platform” meme from Nokia in...
Semiconductor Equipment – Geopolitics
China makes all the difference. The ideological struggle between the USA and China is making itself felt especially in the semiconductor industry where it has...
Microsoft FQ2 2023 – Cloudy with showers
The inevitable slowdown. Microsoft reported good results that were spoilt by a slowdown in the cloud meaning that growth going forward is going to be...
Microsoft & OpenAI – Chinese whispers.
This is not a simple $10bn investment. Microsoft is deepening its ties with OpenAI which looks to me to be mostly about cementing Azure’s edge...
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.
Apple, Amazon, Alphabet – A is for awful