Apple declares war on short-term loan providers and car makers. Apple produced an ordinary performance but saw announcements that challenge both the vehicle makers and the fintech industry. However, there...
The strangest profit warning. Microsoft has been forced to downgrade its earnings forecast less than one month after it gave it in what is both a complete non-story but also...
The cash register retires. Meta Platform’s most important executive has decided to retire leaving some very big shoes to fill by Javier Olivan who has been responsible for building the...
Indian unicorns sing like canaries. India is a few months ahead of the USA when it comes to dealing with the fall-out of easy money as its once highly sought...
Sony finally makes sense When Sony launched its prototype Vision-S EV at CES 2022 it looked like a bad case of FOMO (fear of missing out) but it has become...
Half out of the woods Alibaba reported good FQ4 2022 results and ended the worst year in its history on a high note but then went on to suspend its...
Small misses pressure multiples again Nvidia reported good FQ1 2023 results but the market is so sensitive to high-multiple stocks that the shares fell 10% due to weak guidance that...
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...
Crunch looks to be limited to Snap. Snap has warned that growth will be slower than expected when it gave its Q2 2022 guidance just one month ago highlighting internal...
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.
Apple CarPlay – Carmageddon? Pt II.
Apple declares war on OEMs. The strength of Apple’s position in the domestic vehicle market has given it the confidence to make a play for the whole digital vehicle making...