Amazon, Apple & Intel Q3 2022 – More gloom
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the...
Meta Platforms Q3 2022 – No fishing here
Ms Sandberg is already badly missed. The results were bad but engagement with its services has remained steady which is the one saving grace for...
Alphabet & Microsoft Q3 2022 – Bad omens
The pandemic bill comes due. The technology sector is feeling the pinch as consumers and businesses have less money to spend as a result of...
Meta Platforms – Knives out
Meta’s corporate governance is becoming an issue. The activists are starting to come out of the woodwork voicing their dissatisfaction with Meta, but the reality...
Snap Q3 2022 – Revaluation
Snap is heading towards value territory. Snap reported Q3 2022 results that missed expectations slightly but the resulting crash in the share price is a...
Gone sand skiing – Back October 24th.
RFM has taken a few days off and gone sand skiing. Normal service will resume on October 24th.
China vs. USA – Self censorship
Semi-equipment makers remove China The US and European semiconductor capital equipment industries are self-censoring their business with China in a way that is much more...
Smart Home – A Matter of detail.
Matter only goes so far. The new Matter standard has the potential to end the fragmentation and incompatibility of the smart home but even with...
Meta – Misplaced message
Missed the connection. Meta headlined its Connect 2022 event with its new pro-headset but its real message was completely lost meaning that what Meta is...
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.
Autonomous Autos – Capitulation