Microsoft goes back to basics. Microsoft is taking its developer conference back to its roots and focusing its time on things that actually matter to developers rather than using it...
Google puts a placeholder on the Metaverse with a Babel fish. The all-important Google I/O keynote was a fairly humdrum affair with the exception of the soft launch of its...
Getting close to interesting territory. Palantir joins the list of companies that report a slight miss that causes a big sell-off in the shares that has another high-flying technology stock...
All change at games? There has been chatter for some time that Amazon’s new CEO will put his stamp upon the company by cutting back on some of its stranger...
Diamonds in the rough? Part of the MWC trade show is the 4YFN (four years from now) section where all the start-ups are to be found, most of whom have...
Alphabet on track for a good 2022 Alphabet reported very solid results as seasonality augmented the secular shift to digital advertising and the potential headwinds caused by Apple privacy issues...
Microsoft FQ2 2022 – skittish investors. Microsoft’s results demonstrated just how edgy the market is with the numbers causing the shares to fall 5% followed by reassuring comments on the...
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep...
Apple FQ4 2021 – Not so chipper. Apple reported disappointing results as a result of the ongoing supply chain difficulties and also warned that the problems were getting worse going...
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 & Microsoft – Big is beautiful
Alphabet Q2 2022 – Taken share. Alphabet reported weaker than expected results but crucially they were not as bad as feared and the company spoke reasonably optimistically about its outlook....