The stay at home trade has peaked with excellent results from most of the big technology names providing a timely boost so shortly after being “hauled over the coals” by...
Qualcomm FQ3 2020 – Huawei joins the fold. Qualcomm reported good FQ3 2020 results as its original outlook has proved to be too pessimistic and 5G in China has picked...
Apple and Huawei now dominate their parts of the China market. Although shipments have declined by 17% YoY both Apple and Huawei have flourished in the Chinese market gaining significant...
Subscription features is a risk worth taking. BMW’s potential move to feature subscription has some problems but if this pushes BMW towards having a relationship with its users, it may...
Apple brings the ecosystem closer together. Apple released one of its more interesting updates to iOS, included some concessions to developers and confirmed the widely leaked news that it is...
As with servers, the main issue is legacy software. It looks like Apple is finally about to pull the plug on Intel in its Macintosh computers and switch to Arm...
Microsoft is determined not to make a mess of this generation. Microsoft is still licking its wounds from being trounced by Sony in the last console generation but is showing...
Withdrawal of guidance unsettles the market. Apple reported good results but withdrew its guidance offering instead an olive branch comprised of a dividend increase and share buyback. FQ2 2020...
NXP hints at mobile, industrial and automotive outlook. NXP reported reasonable results but guided as weakly as expected showing both the well-documented weakness in automotive but also another hint of...
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.
Google vs. Amazon – Battle for the smart home pt XV
Google has an opportunity that I don’t think it will take. Google has opened up a new front in the battle with Amazon by forming a partnership with ADT in...