Private sector comes in from the cold Not only did President Xi turn up but he also made comments which indicate that, while he may not like the private sector...
The red herrings of Microsoft, Google and AMD spoil good results. Both Qualcomm and Arm reported good results, but the weaknesses seen at Microsoft Google and AMD made investors skittish...
No growth and no confidence. Apple FQ1 25 – Still no growth. Apple reported good results despite weakness in China but credited Apple Intelligence for the interest in the iPhone...
Meta has returned to seeding the market. Meta’s Reality Labs has had a good 2024 from a sales perspective but this is because Meta has returned to seeding the nascent...
Samsung and Google are beginning to see the light. Samsung produced one of the dullest hardware updates with the s25, but the real action was on the inside with new...
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2025
UAE celebrates its 53rd birthday. RFM has gone skiing and will return on Wednesday 3rd December.
Apple would be in less danger than Google. The advent of LLMs potentially creates a dislocation in the market that has many start-ups and every beaten-down and written-off competitor of...
More than the PBOC is needed. China has taken a raft of measures that are finally big enough to stimulate the economy but if China really wants to see a...
RFM has taken the company camel on a tour of Southern France and Northern Italy and will return on August 23rd 2024
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.
