China strikes another blow benefitting Team USA. It looks like further draconian measures are coming which will cause the largest source of capital for technology start-ups to dry up in...
Wayve seeks to upend an entire industry. Wayve is the outsider in the autonomous driving industry as it has a unique approach to the problem, but it is one I...
TSMC’s commentary has all the hallmarks of peak cycle. With $38bn in cash, $40bn in operating cash flow (before Capex), TSMC can afford to take some risk, but the sheer...
Cross-device is unlikely to help much. The industry’s move to compete with iOS by improving its cross-device user experience is an old idea that has not really helped to date...
The joy of ownership is all one gets. The Associated Press has worked out an easy way of making some extra revenue as it is moving to sell the original...
Tencent goes for the Metaverse? Tencent looks to be about to begin its quest to enter the Metaverse but how an almost unknown device manufacturer (Black Shark) will help Tencent...
Qualcomm – Dark horse No. 1 Qualcomm is the first, and an atypical, dark horse that RFM has identified this year. This title is usually reserved for small companies that...
Displays – Fold Samsung Display has led the field this year launching its first Quantum Dot (QD) OLED TVs as well as showing a new take on foldable screens. The...
Quiet floors but lots to see Contrary to the words of Gary Shapiro, CTA CEO, the floors of Vegas are not messy but sparse and quiet. It looks to 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.
Netflix & Peloton – Pummelled by normality
Netflix & Peloton pay the price for nose-bleed multiples Netflix Q4 21 – Virtual to reality As the world’s virtual reality of being stuck at home begins to end, people...