Airbnb & Uber – Tale of two marketplaces.
Airbnb Q2 2022 – Great company, bad stock. Airbnb reported good results and cash flow but concerns around growth hit sentiment which has obviously prompted...
China vs USA – Tit for tat.
Storm in a teacup. The SEC has added Alibaba to its list of Chinese companies that will be delisted in 2024 in a move that...
Artificial Intelligence – Generic origami pt. III
AlphaFold almost fulfils its promise. DeepMind has expanded a crucial biological database by 200x confirming that an entire branch of scientific enquiry is now virtually...
Amazon, Apple & Intel – Good, average & bad
Amazon Q2 2022 – Good. Amazon reported good results and guidance as AWS and its on-site advertising business supported softness in its biggest business and...
Meta & Qualcomm – Macro not micro
Meta Platforms Q2 2022 – Slows the Metaverse. Meta Platforms reported soft numbers and increased the price for the Oculus VR headset in a sign...
Google & Microsoft – Big is beautiful
Alphabet Q2 2022 – Taken share. Alphabet reported weaker than expected results but crucially they were not as bad as feared and the company spoke...
Faraday Future – No Future
FF’s future lies in Chapter 7 or 11. Faraday Future gave a glimpse of its inevitable future with yet another delay of its vehicle that...
Snap & Twitter – Snap to reality
Snap Q2 2022: Out of road. Snap’s growth has ground to a halt as a result of the recession and greater competition meaning that the...
Gone trekking to the Levant – Back July 25th
Radio Free Mobile is taking a short break and will return on July 25th.
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.
Lucid Motors Q2 2022 – a gross problem.