Amazon – Size 12s pt. II.
Reply to this post Alexa leaves Cortana out in the cold. HP’s integration of Alexa into its all-in-one PC...
Music streaming – Tidal wave
Reply to this post This could be the end of Tidal. Tidal has received allegations of serious misconduct which if...
Indian e-commerce – Play defence.
Reply to this post I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in...
Google i/o – The meh factor.
Reply to this post A rather subdued affair. Android P offered up such marginal improvements that Google was forced to...
Microsoft Build 2018 – Enterprise brain.
Reply to this post Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class...
Alibaba FQ4 18 – Juggernaut momentum
Reply to this post Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the...
Xiaomi IPO – Foot shot pt. II.
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi...
Spotify Q1 18 – Law of large numbers
Reply to this post Only scale slows growth. Spotify reported maiden results that met expectations but disappointed the speculators who...
Apple & Facebook – FQ1 Results & F8.
Reply to this post Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the...
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.
Facebook – The thin ice