Rony shows his true talent. Magic Leap appears to have raised another $350m giving it a lifeline for a few quarters demonstrating that while Rony Abovitz may have difficulty in...
Facebook surprises more than Microsoft. Microsoft FQ3 2020 – The obvious beat Microsoft ticked all the right boxes in its FQ3 2020 earnings report with the exception that it saw...
The cloud theme likely to stay despite a return to work. Alibaba is doubling its investments in the cloud following the pandemic in China in a clear sign that the...
The first view of the lockdown starts this week. The most important reporting season for many years is about to begin in earnest giving the first concrete idea of how...
Too many moving pieces for a clear picture. TSMC reported excellent results as smartphone orders remained resilient and a boost in demand for servers, PCs and office equipment pushed the...
Short-term issues mask long-term promise. Zoom has been thrust into the limelight due to the current pandemic and as a result, its shortcomings (typical for any young company), it has...
Amazon and Microsoft are in pole position. The COVID-19 pandemic is making both temporary and permanent changes to the way the economy works but picking the beneficiaries is much more...
Apple is still pretty far from the holy land with iPad OS. Apple’s new iPad Pro OS goes some way towards improving the ability of the iPad to perform like...
Plenty of nice. No must-have In a company that is now so dominated by the enterprise, its gaming business increasingly sticks out like a sore thumb begging the question as...
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.
Zoom Q1 2020 – Zoom by nature
All priced in. Zoom reported very strong Q1 2020 results on all levels as far more customers than expected paid up for the service amid the flood of free users...