Alphabet Q3 2021 – Very little Apple effect. Alphabet reported excellent results but weakness at YouTube, Google Cloud, and a muted share price response continue to imply that the shares...
Facebook puts its money where its mouth is. Users are still not deserting Facebook despite all of the bad press but the real story here is that Facebook is going...
Intel Q3 2021 – The price of progress. Intel reported excellent Q3 2021 results and reasonable 2021 guidance, but it turns out that investments have to be paid for...
This is not about money. I think that Google is hoping to use the parts of the previous ruling that were favourable to Apple in order to set a legal...
Magic Leap is back and has a seat at the table. Magic Leap is back in contention with a new device and a funding round, but the company has not...
Meituan follows Alibaba and sends a signal. Meituan has emerged from regulatory scrutiny almost completely unscathed implying that as long as everybody toes the line and behaves, then business (with...
The profit might be fake, but the company is not. DeepMind’s move into profitability means very little and, in my opinion, deflects attention from the fact that Deep Mind is...
Congress seems to want to give Facebook the ByteDance treatment. Facebook has had a bad week but the allegations being made have been quite effectively shot down by Mr. Zuckerberg,...
Amazon Game Studios sees some traction at last. Amazon has had a torrid time with its fledgling game studio, but its recent release is seeing good traction with gamers but...
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 FQ4 21 and Amazon Q3 21 – FAANG Slip
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...