Hardware rocks but AI flops Apple executed a pretty flawless quarter with market share gains in emerging markets offsetting the macro, but it is clear that when it comes to...
Down cycle sinks all boats. Qualcomm FQ2 23 – Well positioned Qualcomm reported results that demonstrated its ability to manage its business but was forced to guide weakly as the...
A situation that makes little sense. The dispute between Arm and Qualcomm is one of the more bizarre that I have seen in my time, but it is descending into...
Will he or won’t he? Tim Cook’s change of tone combined with endless leaks suggest that a Metaverse device is imminent however it still makes no sense to launch now...
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the Metaverse may well eat up...
A schizophrenic OS that no one will want to use The new Indian OS for smartphones doesn’t really know what it wants to be, but I think it will appeal...
Expectations and sentiment continue to worsen. The reduction in PlayStation VR2 volumes for 2023 does not come as a huge surprise as the Metaverse is very far from being ready...
The end for HoloLens? Part of Microsoft’s 5% workforce reduction includes “changes to our hardware portfolio” which probably does not mean Xbox or Surface meaning that it is almost certainly...
Apple’s incremental reality The new reality of the Metaverse appears to have caused Apple to delay its AR headset and although the media still expects it to release a VR-like...
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.
USA vs. China – The tell
China reveals its hand. China has banned Micron’s products from critical infrastructure in a move that clearly demonstrates just how weak its hand is in semiconductors which remains something it...