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%...
No solution to Google Search. Court documents confirm that while Apple would love to become self-sufficient in a number of core technologies, there are a number of areas where it...
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...
Apple is slowly consuming more of the economy. Ahead of WWDC Apple has released a report it had commissioned to examine the app economy on iOS revealing that while traditional...
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...
STOP PRESS Updates below with more details on adjusted EBITDA vs. Pre-tax profit. Buried on page 24 of the earnings statement from SoftBank are details of the amortisation of intangibles...
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the view that Amazon has expanded...
Apple launches more of same. When the most exciting product launch is aimed at a tiny minority of the user base it becomes clear that Apple is struggling to find...
Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of lawsuits from the other digital...
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.
Qualcomm vs. Apple – Black Magic pt. II
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...