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...
SoftBank will emerge better and stronger. It is the realisation it overpaid for many of its portfolio investments that is causing SoftBank so much difficulty at the moment which I...
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...
An equity raise will be brutal. I have very little doubt that Airbnb will survive this crisis but there is very little visibility in terms of how much value the...
Amazon and Microsoft are in pole position. The COVID-19 pandemic is making both temporary and permanent changes to the way the economy works but picking the beneficiaries is much more...
SoftBank is likely to have to sell more assets. SoftBank is in an increasingly tight spot as many of its portfolio companies are in trouble and need cash injections right...
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 – Cloak and dagger
Google issues a closet profit warning. Google has effectively warned the market that 2020 is going to be rough by freezing hiring in another sign that its customers, the advertisers,...