Disney FQ1 22 – The insurgent
The streaming war is far from over. Disney reported good FQ1 22 results as Disney+ is continuing to add subscribers demonstrating that in the streaming...
Research Publication – Digital Ecosystems – The Metaverse Vol I – There can be only one
8th February 2022 – RFM extends its coverage of the digital ecosystem to include the Metaverse with the publication of Digital Ecosystems – The Metaverse...
Nvidia & Arm – The unthinkable pt. XII (final edition)
An unthinkable transaction remains exactly that. It looks like Nvidia has thrown in the towel on the transaction to acquire Arm with the likely result...
Peloton – Beauty Parade
Peloton goes on the block. Amazon, Nike, Apple and so on are thought to be considering a purchase of Peloton, which while it has...
AMZN / SNAP Q4 21 – No Meta here
Amazon Q4 21 – AWS to the rescue, again. Amazon reported good results in the face of rising costs, but it was the combination...
Meta Platforms Q4 21 – The SNAP Strategy
A further derating is on the cards. Meta reported good Q4 21 results but a flatlining of subscriber numbers raised fears that users are at...
Alphabet Q4 21 – Plain sailing.
Alphabet on track for a good 2022 Alphabet reported very solid results as seasonality augmented the secular shift to digital advertising and the potential headwinds...
Tech Newsround – Report week
Semis should fare the best this week. Most of the big tech names will report their results over the next four days and while I...
EVs – The babies and the bathwater.
Reality and interest rates trigger a rout. While the current price correction is likely to mean the end of the road for many of 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.
Tech Newsround – Twitter Q4 & the Metaverse