MWC 2024 Day 2 – Qualcomm & Jolla
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you...
Qualcomm FQ1 24 – On the up
Apple remains toothless. Good results combined with further confirmation that Apple is in no position to restart its patent fight with Qualcomm, result in a...
Qualcomm vs. Apple – Black Magic pt. II
Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a...
Qualcomm vs Apple – Black Magic
Apple won’t be able to pick a fight in 2026. As I have long suspected, Apple is really struggling to make a high-quality 5G radio...
Qualcomm FQ4 23 – The Turn
Qualcomm signals the worst is over. Qualcomm reported good results signalling that the worst is over leaving a flat short-term outlook and a longer...
Qualcomm Snapdragon Summit – The Gauntlet
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the...
Qualcomm & Google – Starting low
Low volume, low value. Qualcomm and Google have announced that Android Wear OS will be supported on RISC-V processors opening the way for the first...
Apple & Qualcomm – Gritted teeth
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G...
Apple & Qualcomm– Rare agreement
For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that...
About Me
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.
Qualcomm FQ2 24 – Steady Sailing.