Peloton postpones the inevitable. Peloton reported excellent FQ1 2020 results as new lockdowns have triggered another surge in buying but this company is still mostly driven by hardware, and as...
Finally, a wave to be pleased about. Qualcomm reported excellent results as the combination of Apple and China is driving a rapid roll-out of 5G enabled devices which is a...
Another reprieve in name only. Allowing Huawei to buy non-5G components offers very little reprieve for either the infrastructure business or the handset business and from a security perspective makes...
Apple brings 5G properly to market. Apple has launched four new iPhones and a Homepod Mini in an event that aims to preserve margins, bring 5G to market while realising...
Apple looks to be going after both audio hardware and radio. Apple has cleared its decks of rival audio products in a sure move that a wider range of speakers,...
New devices do not address the overwhelming issue. Google’s new devices keep pace with the specification of its competitors and beat them when it came to software and AI performance...
Amazon stretches its lead. Amazon has launched some radical redesigns and ideas once again demonstrating how experimental Amazon is prepared to be when it comes to looking for what works...
Mid-market makes sense for services. Behind the funky new watch features and the new, more expensive iPad Air are cheaper versions which are clearly aimed at keeping shipments going through...
Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another semiconductor company as Arm’s acceptance...
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.
Apple, Arm & Intel – Eyebrow raiser.
Apple potentially does some real damage. With its new Macs, Apple has made some very bold claims for the performance and power efficiency of its new M1 chip but if...