Qualcomm slays the 64-bit ghost. Qualcomm has slain the ghost of 64-bit computing by returning to custom CPUs in smartphones with a big leap in performance that will have competitors...
Intel secures an anchor tenant. Intel’s arrangement with Amazon and the delay of its European rollout add to previous measures that aim to conserve cash underlying just how badly the...
I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released more of the same but...
AirPods Pro win a fairly ordinary event. With Apple Intelligence being the big new feature which will come to all iPhone 16 versions and the iPhone 15 Pro, Apple relied...
Intel takes the fight to Qualcomm and AMD. Intel has formally launched its answer to the Qualcomm X Elite and AMD’s Ryzen AI 300 series and if its benchmarks...
Pandemic darlings tell different stories. Peloton FQ4 24 – The turn Peloton reported revenues that grew YoY dispelling fears of the company being in a death spiral which, combined with...
A cheaper Vision Pro makes less sense than the original. In response to poor sales, it appears that Apple is working on a cheaper version of the Vision Pro which...
Looking good but polish needed. For a first generation, things are looking very good, but it is clear that when one gets into the weeds there are a few loose...
MediaTek: Dark horse of Computex Mediatek rolled out the big guns at its keynote with both Arm and Nvidia CEOs joining Rick Tsai on stage and although it did not...
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 & Amazon – Mixed Bag
Apple FQ4 24 – Intelligence upgrades. Apple reported good results as the promise of Apple Intelligence has generated a mini-upgrade cycle, but it was not nearly enough to return the...