Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a big benefit to Qualcomm not...
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...
Incremental improvements and growth. Apple reported reasonable results but concerns around its business in China and an accounting abnormality took their toll on the share price which fell by 3.6%...
Qualcomm signals the worst is over. Qualcomm reported good results signalling that the worst is over leaving a flat short-term outlook and a longer term that is full of...
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the launch of the Snapdragon X...
More results to support the notion of a bottom. Samsung’s preliminary results came in better than expected adding weight to the possibility that the inventory correction is coming to an...
TSMC Q3 23 revenue signals a potential bottom. TSMC reported its monthly sales for September implying that Q3 2023 revenues have declined by less than expected giving me some hope...
Google still hides its light under a bush. Google held its Made by Google 2023 event where it once again demonstrated some great innovation which would work much better if...
A gesture, some silicon and a bit of camera. When the most exciting new feature is a gesture for the Apple Watch, it is clear that the new iPhone offers...
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.
Tech Newsround – Day of nonsense
Google vs Epic – Roll of the dice Google’s loss to Epic when Apple won for pretty much the same issue makes very little sense and is a demonstration of...