Peloton should be moving out of hardware. Peloton’s move deeper into hardware will benefit the company in the short term, but as the value in this sector moves into software...
Tim Cook has a really bad memory. There are a number of items that stretch one’s credibility in the testimony given by senior Apple executives which I think has started...
RISC-V gains more momentum. One of the big problems of Arm’s perceived loss of independence by being acquired by NVIDIA is that interest in rivals, once thought to be dead,...
Samsung fixes everything but the elephant. Samsung is expected to release two new folding phones in July where it has made substantial improvements to durability except the one that really...
The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
Both Apple and Facebook smash expectations. Apple FQ2 2021 – the last of the stay at home Apple reported FQ2 2021 results that blasted through estimates as the work and...
Netflix – Stuck in the doldrums Netflix has paid the price for its pandemic bump with a disappointing set of results that will keep the shares in the doldrums (like...
LG finally throws in the towel. LG has finally thrown in the towel on smartphones in an admission to what has been patently clear for many years which is that...
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared to Q1 20. However, as...
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.
Xiaomi – Reality of physics.
Battery stuffing may not be worth it. Xiaomi’s new ability to fully charge a smartphone in 10 minutes sounds great but it will in all likelihood damage the battery so...