Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that Stadia is going it looks...
Blue Apron shares are probably going to zero. Another set of awful results has forced the board of Blue Apron to seek “strategic alternatives” which in English means either someone...
Falling investments give OEMs more space. Since the deflation of the autonomous hype balloon, investments in automotive technology have fallen which will slow the pace of innovation giving the badly...
Rides doesn’t really make any money. Uber reported reasonable results compared to expectations but losses have remained heavy which I think will continue to weigh on sentiment despite the promise...
Qualcomm FQ1 20 – 5G story. Qualcomm reported good results as the roll-out of 5G is gathering pace but the uncertainty in China is likely to impact Qualcomm more than...
Disney is out of the blocks in first position. Disney has handsomely beaten expectations for its Disney+ service but at the same, the costs of fighting this war immediately become...
Google is not going to become Apple. Google reported good Q4 19 results, but its greater disclosure unwittingly revealed that hardware has again let the side down and I...
Data from cars is better than data from phones for now. When it comes to digital transportation services, I think that data that comes directly from the vehicle will...
Amazon Q4 19 – Almost all cylinders Amazon reported excellent results that completely overshadowed the hundreds of millions that Amazon is burning to win India as its investments in growing...
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.
Ford – Ship and remember.
Ford is starting to understand digital. I may have issues with Ford’s view on vehicle demand (see here) but there are signs that Ford is one of the very few...