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Overview
WHAT IS RADIO FREE MOBILE RICHARD WINDSOR Radio Free Mobile is an independent research producer specialising in the digital and mobile ecosystem. RFM produces an in depth research product that helps clients to understand and evaluate the players in the digital ecosystem.
News
Salesforce FQ2 27 - SaaSpocalypse Never!
Another nail in the coffin of the SaaSpocalypse theory. A standard beat and raise became a blowout as Salesforce saw an acceleration in orders and announced a partnership with Anthropic that put the shares up 22.5% in yet another signal of what needs to b
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Nvidia FQ2 27 - Party Extension
Nvidia extends the party another 12 months. Great results along with longer-term guidance of 70% YoY FY2028 revenue growth extends the party for another 12 months, but the tepid reaction of the shares is a sign of concerns around gross margins and creates
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OpenAI - Spicy Chilli
Jalapeno is hot. OpenAI has given a first glance of the performance that its in-house AI inference chip can deliver, and while it crushes Blackwell and is on par with Rubin in some measures, the real achievement is in the power consumption and the speed w
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Anthropic - The issue of price
The cure for high prices is high prices. Weaker-than-expected demand for Anthropic's flagship model is a sign that there is a limit to the price that the market will bear, especially when there are a larger number of pretty good alternatives available at
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Datacentre Update - Still Adrift
Q3 2026 needs to be amazing. A quick glance at CoreWeave and SpaceX confirms that while both talk very confidently about the future, the current financials leave a lot to be desired, meaning that Q3 26 must see a large price improvement or really hard que
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