Qualcomm FQ1 25 and Arm FQ3 25 – Red Herrings
The red herrings of Microsoft, Google and AMD spoil good results. Both Qualcomm and Arm reported good results, but the weaknesses seen at Microsoft Google...
DeepSeek – The $6m question.
The big question is why China has allowed R1 to be exported. DeepSeek is quickly becoming infamous as Western companies, institutions and governments ban the...
OpenAI – Deep Research
OpenAI tries to put RFM out of business. OpenAI’s new Deep Research offers a new functionality that takes the grunt work out of conducting research...
Samsung Q4 24 & Apple FQ1 25– 2 AI Problems
No growth and no confidence. Apple FQ1 25 – Still no growth. Apple reported good results despite weakness in China but credited Apple Intelligence for...
Microsoft & Meta – Headline With AI
Both relatively immune from the DeepSeek effect. Microsoft FQ2 25 – DeepSeek on the menu Microsoft disappointed the market with the growth of its cloud...
The Metaverse – Mean Reversion
Meta has returned to seeding the market. Meta’s Reality Labs has had a good 2024 from a sales perspective but this is because Meta has...
Artificial Intelligence – Desperately Seeking Independence
DeepSeek’s techniques need to be independently verified. It is not DeepSeek R1’s performance that is surprising, but how cheaply the company was able to train...
Automotive Ecosystem – CarPlay Stagnates
CarPlay 2.0 continues to struggle. The next version of CarPlay is certainly not the apple of carmakers’ eyes as the promised launches have failed to...
Samsung & Google – Bixby, The Plumber
Samsung and Google are beginning to see the light. Samsung produced one of the dullest hardware updates with the s25, but the real action was...
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.
Google & AMD Q4 24 – AI Wobble?