Meituan proves the efficacy of RFM’s rule of thumb. There is a mad rush going on to use Meituan Dianping’s profitability as an example that food delivery can make money,...
Lyft is preparing for robotaxis, not car rentals. Lyft is launching a car rental service that I think has nothing to do with renting cars and everything to do with...
Apple decides the roll-out time table. While Qualcomm is busy setting the scene for 5G with its latest silicon releases, it is Apple (and to some degree Samsung) that is...
If you can’t beat them, join them. Google’s move into banking with Citigroup makes complete sense because, as Facebook found, the vested interests in the banking sector will do whatever...
Radio Free Mobile is taking a short break. Daily commentary will resume on October 28th.
Good and bad news for OEMs. Android Automotive has finally made it onto the Volvo XC40 marking Android Automotive’s arrival into the mainstream but it’s only the electric version supporting...
I do not expect an IPO in 2020. WeWork has gone from a $47 juggernaut sweeping all before it to a company that so desperate for cash that it will...
Radio Free Mobile has taken a trip to the Empty Quarter (Rub’ al Khali) to race falcons. Service will resume on August 28th. Radio Free Mobile wishes its readers a...
Radio Free Mobile has taken a short break and will return on Friday, May 31st.
May 6th 2019: Radio Free Mobile updates its coverage of mobile ecosystems with the publication of: Mobile Ecosystems – Territorial Waters – Thematic update. RFM research subscribers will receive their copy directly...
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.
