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 yet another move that will hinder China’s efforts to become both self-sufficient in technology as well as a global technology powerhouse. Very much like its move against cryptocurrencies and (by...
Microsoft has a 2nd shot at the consumer ecosystem. Microsoft’s acquisition of Activision is a sure sign that the gold rush for the Metaverse is now in full swing which gives Microsoft another shot at winning the consumer digital ecosystem. Microsoft is paying $68.7bn (net of $6.37bn net cash on Activision’s balance sheet) to acquire Activision and is paying for...
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 continue to think is a long shot at producing a viable solution. Wayve is a UK-based company that came out of Cambridge University’s AI research that is working on a...
Autonomous driving is still far away. Waymo is a relative newcomer to the world of autonomous trucks but it already has a customer in another sure sign then when it comes to autonomous driving, trucks will come first. Following a successful trial, Waymo has formed a strategic partnership with J.B. Hunt which will be its first customer to go live...
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 size of its investments in 2022 demonstrates that TSMC is intent on leaving its rivals in the dust come what may. TSMC is planning on spending a massive $40bn –...
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 and is unlikely to do in the future. One of the undercurrents of CES 2022 was a move from a number of players to focus on making their devices work...
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 versions in a great example of how non-fungible tokens (NFTs) are going to become a big part of the digital economy. However, beyond investment purposes and the Metaverse, I think...
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 crack this fiendishly complex conundrum remains a complete mystery. Black Shark is a Chinese manufacturer of smartphones and accessories that are aimed at the gaming segment but there is no...
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 no one is taking much notice of but punch above their weight. No one is really talking about Qualcomm this year despite its keynote but on the floor, its chips...
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 are less reliant on Netflix which combined with rampant inflation has made this luxury one that is the first to be cut. Netflix reported good Q4 2021 results with revenues...