The concession that brings down the house. Apple’s most recent changes to its App Store policy look like little more than an attempt to win favour with both the US...
Great numbers are already reflected in valuations. Alphabet Q2 2021 – No adpocalypse Alphabet reported excellent Q2 2021 results, and it looks as if Apple’s adpocalyspe is not going to...
Apple takes no risks at WWDC 2021. Apple inched the juggernaut of its ecosystem forward with a series of incremental updates that bring it into line with the competition and...
Tim Cook has a really bad memory. There are a number of items that stretch one’s credibility in the testimony given by senior Apple executives which I think has started...
Samsung fixes everything but the elephant. Samsung is expected to release two new folding phones in July where it has made substantial improvements to durability except the one that really...
LG finally throws in the towel. LG has finally thrown in the towel on smartphones in an admission to what has been patently clear for many years which is that...
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared to Q1 20. However, as...
Patents are no panacea. Huawei may be down, but it is far from out as it is now putting its efforts into replacing the revenues it is losing from US...
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence on US technology has finally...
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.
Epic vs. Apple – A battle royale final?
Epic lands a blow but not the knockout it was looking for. The verdict is a big win for Epic Games when comes to money, but Epic has failed to...