Best case valuation is almost zero. The gap between Faraday Future’s spin in its press releases and the reality of its SEC filings has never been larger, but even in...
Renault finally lets Google off the leash. Renault has announced its new long-term strategy and for EVs, it is deepening its partnership with Google & Qualcomm which in my opinion...
The long-term scale tips in Qualcomm’s favour. A good set of results marred by a difficult outlook for FQ1 & FY 2023 also contained a few medium-term positives which were,...
Autonomous driving enters the capitulation stage Autonomous driving continues to have a torrid time as its devotees adjust to the reality that has been obvious for quite some time. Argo...
Intel is a committed seller. Mobileye has filed its S-1 with the SEC announcing its intention to relist but looking at how much growth has slowed and how low its...
Faraday Future only tells half the story. In my opinion, Faraday Future is playing fast and loose with investors by issuing a press release regarding the resolution of a shareholder...
Picks and shovels of the digital vehicle. Qualcomm is showing signs of executing on its automotive ambitions with a 57% increase in its design win pipeline in the last 3...
Volvo’s safety drive accelerates the Lidar cost curve. Volvo’s intention to include Lidar on all of its vehicles for safety reasons is likely to accelerate the cost reduction of Lidar...
Chapter 11 or 7 is but months away A recent test drive of Faraday Future’s FF91 vehicle reveals that it is very far from being ready which combined with a...
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.
Automotive services – Backward business
Users are not going to subscribe to hardware. RFM has long predicted that automotive digital services are the solution to the problem of lower vehicle sales, but Mercedes and BMW...