Alphabet Q3 26: GCP almost saves the day. Microsoft FQ1 27 – The one steady report ServiceNow Q3 26 – SaaSpocalypse zombie awakens! Oracle Investor Day – Surviving not...
The memory leopard will not change its spots.
The Good, the Bad and the Disingenuous.
Mr Wang gets over his skis.
GTC Berlin Day 2 – A Very Civilised Affair Meta Platforms Q3 26 – Not what was hoped
SpaceX cashes in.
The EU is down but not out.
Q3 26 results and GTC are going to be crucial.
Meta claims the frontier (again).
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.
Amazon and Intel Q3 26 – Another Bad Night
Results so far are not inspiring the AI trade Amazon Q3 26 – A cannonball to cash flow Intel Q3 26 – Double Whammy