Zero or Hero Mobile World Congress returns in earnest in 2022 which will prove to be a real test of how much damage the lockdown and video conferencing has done...
Peloton goes on the block. Amazon, Nike, Apple and so on are thought to be considering a purchase of Peloton, which while it has a pretty good fitness brand,...
Apple’s scale helps it to get the supply it needs. Apple reported good results as its scale and its excellence in supply chain management ensured that it was able to...
Intel Q4 21 – Hard place. Intel reported reasonable results but pressure on gross margins revealed just how hard Intel is finding life at the moment as in a shortage,...
Microsoft FQ2 2022 – skittish investors. Microsoft’s results demonstrated just how edgy the market is with the numbers causing the shares to fall 5% followed by reassuring comments on the...
Netflix & Peloton pay the price for nose-bleed multiples Netflix Q4 21 – Virtual to reality As the world’s virtual reality of being stuck at home begins to end, people...
Microsoft has a 2nd shot at the consumer ecosystem. Microsoft’s acquisition of Activision is a sure sign that the gold rush for the Metaverse is now in full swing which...
Displays – Fold Samsung Display has led the field this year launching its first Quantum Dot (QD) OLED TVs as well as showing a new take on foldable screens. The...
Quiet floors but lots to see Contrary to the words of Gary Shapiro, CTA CEO, the floors of Vegas are not messy but sparse and quiet. It looks to 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.
MWC 2022 Day 1 – Blinking in the sunlight
Its hero not zero MWC emerges from the dark tunnel of the pandemic and its attendees are happy to see the sunlight once again. I think the GSMA will be...