Essential Products – Never essential.
Me too products sink the ship. Andy Rubin’s Essential Products Inc has gone from a $1.2bn start-up to ignominious closure simply because it catastrophically failed...
Samsung – 5G favour.
Samsung gives 5G a major boost. Samsung has launched its annual flagships for 2020 and the fact that all of them will support 5G at...
Robotaxis – Half-way house.
Robotaxis are autonomous driving v0.5. Since the revelation that autonomous driving was not going to live up to the hype, the focus has moved to...
Digital Automotive – Badly needed space.
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...
Uber Q4 19 – The Adjustment Bureau.
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...
Qualcomm & Spotify – The 5G podcast.
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...
Streaming wars – Starting gun.
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...
Alphabet – Wishful thinking
Google is not going to become Apple. Google reported good Q4 19 results, but its greater disclosure unwittingly revealed that hardware has again let...
Digital automotive – Window of opportunity
Data from cars is better than data from phones for now. When it comes to digital transportation services, I think that data that comes...
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.
Huawei – Nowhere to run pt. XII