Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The halls are as busy as...
A good effort but too early. Some users are starting to return the Apple Vision Pro in a sign that while Apple has clearly demonstrated how The Metaverse should be...
Meta pushes the open-source button. Excellent results, more fat trimming, a dividend, and a share buyback hid higher losses from the Metaverse and more capex allowing a fire to be...
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 company with good short and...
Lots of Google. Little of Samsung, Samsung‘s new s24 line-up looks exactly like the s23 but the hope is that the new AI features (almost all of which come from...
Digital health – Even fewer sensors. Digital Health has been quieter than usual this year and with very little progress on sensors to reliably measure critical health data, it is...
Apple will find a way out. Apple has received an unwelcome Christmas present as it faces a ban on importing Apple Watch products in The USA as a result of...
Down but not out. A rotten year for The Metaverse has one more gift to give which is the cancellation of the Pico 5 headset which is one of the...
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 chip meaning that Qualcomm could...
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.
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 can’t beat them, you join...