Intel – The execution game. Intel reported good results and guidance driven by the pandemic but the news of another delay to its 7nm process caused consternation and increased concerns...
Tesla Q2 2020 – Cash flow is king. Tesla reported good Q2 results as the sale of carbon credits helped it to report another profit while it managed to almost...
Texas Instruments – The canary Texas Instruments reported good results as its wide range of exposure cushioned it from the short-term problems in automotive and offered an indication of how...
A self-defeating retaliation. If China blocks Nokia and Ericsson exports, it will simply accelerate the migration of manufacturing from China that will cost Chinese jobs and incentivise other companies and...
Any move needs to happen fast. The fact that TikTok is not that difficult to emulate shows that its real asset is its network of users which is why it...
Netflix robbed Peter to pay Paul. Netflix reported good results, but it turns out that the very strong subscriber numbers in H1 2020 were mostly due to pulling forward user...
Google investment clarifies intentions. Jio Platforms now has both Facebook and Google as investors indicating that Jio’s strategy is not to create a digital ecosystem of its own, but instead...
The UK extracts its pound of flesh. The protestations of the UK operators against the Huawei ban is likely to fall on deaf ears as their claims are questionable and...
If you can’t beat them, join them. Sony’s investment in Epic Games finalises the end to any ecosystem that it intended to build and from here on we are going...
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.
China smartphones – Huawei phone home.
Apple and Huawei now dominate their parts of the China market. Although shipments have declined by 17% YoY both Apple and Huawei have flourished in the Chinese market gaining significant...