Netflix needs subscribers. Netflix is being hailed as one of the lockdown winners and while usage of the service has probably jumped 30% or more in the last quarter, Netflix...
Radio Free Mobile is running a series of webinars for its subscription clients to present what it sees as the issues an outcomes resulting from the COVID-19 pandemic. Richard founded...
Short-term issues mask long-term promise. Zoom has been thrust into the limelight due to the current pandemic and as a result, its shortcomings (typical for any young company), it has...
Usage increase that will be hard to monetise. There has been a large increase in smartphone usage, but I think that a lot of companies are going to struggle to...
Samsung Electronics Q1 20 – Cloud rescue. Samsung has reported good Q1 2020 results where the clear indication is that demand for memory, storage and other silicon chips for the...
Tencent gives little relief from virus uncertainty. Tencent reported good Q4 19 results but with all eyes focused on the economic impact of Covid-19 on the Chinese economy, Tencent’s lack...
GeForce Now is in real trouble. It appears that streaming games is harder than it looks as Nvidia’s service, like Google Stadia, is in the kind of trouble that could...
Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that Stadia is going it looks...
Trade war may end but tech rivalry is just beginning. Despite an easing of tensions on the trade front, it is clear that while the two are happy to trade,...
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.
Q1 2020 reports – COVID-19 data points
The first view of the lockdown starts this week. The most important reporting season for many years is about to begin in earnest giving the first concrete idea of how...