MWC Day 0 – Halcyon days.
Reply to this post MWC goes back to its roots. MWC has stopped wanting to be CES and is instead...
Rovio – One trick bird.
Reply to this post Angry birds fly the coop. Rovio’s dependence on Angry Birds has been thrown into sharp relief...
Android for Enterprise – What elephant?
Reply to this post Google continues to dodge the elephant. Google is having another go at cleaning up Android’s act...
Spotify – Speaker’s corner
Reply to this post A smart speaker makes no sense. Job postings indicate that Spotify is jumping into hardware and,...
Windows on ARM – PC lite.
Reply to this post Microsoft has learned from the RT disaster. The limitations of Windows on ARM are significant, but...
Google, Amazon and Apple – Battle for the smart home pt. VII
Reply to this post Google’s race to lose. Google appears to be catching Amazon more quickly than I expected when...
Apple – Apples and oranges
Reply to this post Apple doesn’t quite reach 50%. While the finding that Apple generated over half of all revenues...
Supercell – Look east.
Reply to this post Supercell looks like it is out of ideas. Supercell has had a difficult 2017 driven by...
Baidu & Uber – Time to pivot
Reply to this post Both need to change to fare well. Baidu Baidu reported good Q4 17 results as it...
About Me
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.
MWC Day 1 –Going bananas.