Games are about loyalty for now. Netflix has launched a suite of exclusive games for mobile devices that will be soon made available to Android users but the service will...
Zuckerberg bets his company on the Metaverse. Mark Zuckerberg is betting his company on the Metaverse, and while it is making the right noises, it is clear that this was...
Apple FQ4 2021 – Not so chipper. Apple reported disappointing results as a result of the ongoing supply chain difficulties and also warned that the problems were getting worse going...
Alphabet Q3 2021 – Very little Apple effect. Alphabet reported excellent results but weakness at YouTube, Google Cloud, and a muted share price response continue to imply that the shares...
Facebook puts its money where its mouth is. Users are still not deserting Facebook despite all of the bad press but the real story here is that Facebook is going...
Intel Q3 2021 – The price of progress. Intel reported excellent Q3 2021 results and reasonable 2021 guidance, but it turns out that investments have to be paid for...
This is not about money. I think that Google is hoping to use the parts of the previous ruling that were favourable to Apple in order to set a legal...
Magic Leap is back and has a seat at the table. Magic Leap is back in contention with a new device and a funding round, but the company has not...
Meituan follows Alibaba and sends a signal. Meituan has emerged from regulatory scrutiny almost completely unscathed implying that as long as everybody toes the line and behaves, then business (with...
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.
Peloton FQ1 2022 – The narrative crashes
Peloton is under assault on all fronts. Peloton is a warning to anyone who has invested in narrative-driven stocks that when the story breaks and the fundamentals start to matter...