8K – The steepening slope
8K pricing seems to be falling off a cliff. If CES and Samsung are anything to go by, the 8K product cycle looks set to...
Huawei & Twitter – Results and politics.
Twitter Q4 2020 – User issues. Twitter reported good Q4 2020 results, but it has run out of road when it comes to user metrics....
Microsoft Viva – Digital watercooler
A solution that we may never really need. Microsoft Viva is a platform that aims to digitally recreate the work environment down to the chatting...
Intel vs. M1 – The empire strikes back
Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different...
Arm and NVIDIA – The unthinkable pt. III
This acquisition is becoming increasingly problematic. NVIDIA’s acquisition of Arm is becoming increasingly problematic with in-depth investigations being launched by both the UK and the...
Amazon Game Studios – Game off! Pt II.
Amazon Game Studios is suffering from a culture clash. Amazon is having a torrid time trying to make a name in the video game market...
Google & Amazon Q4 20 – Good companies, mediocre stocks.
Good results from the pandemic drive a pull forward of digitisation. Google Q4 2020 – The big pull forward Google’s advertising machine roared back to...
Ford & Google – Full of GAS?
More about infrastructure than digital vehicle services. Ford has struck a far-reaching deal with Google that encompasses far more than just the software and services...
Kuaishou IPO – Good pivot
For once not too much is being demanded. Kuaishou is no ByteDance but this has forced it to pivot into other areas where there is...
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.
Uber & Lyft – No good news.