Apple declares war on short-term loan providers and car makers. Apple produced an ordinary performance but saw announcements that challenge both the vehicle makers and the fintech industry. However, there...
Apple FQ2 22 – Rug sweeping Apple reported good results but warned on FQ3 22 blaming the supply chain, but I suspect that there is also a degree of softness...
Apple’s scale helps it to get the supply it needs. Apple reported good results as its scale and its excellence in supply chain management ensured that it was able to...
Apple FQ4 2021 – Not so chipper. Apple reported disappointing results as a result of the ongoing supply chain difficulties and also warned that the problems were getting worse going...
Apple takes no risks with its launches. The event is back to its usual time but while the production quality of the event was better than ever, the products themselves...
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...
Nonsensical notion takes another hit. The defection of Apple’s car chief, Doug Field, is being seen as a huge blow for Apple’s ambitions to make a vehicle but seeing as...
South Korea sets a painful precedent. South Korea’s legislation to force Apple and Google to open their app stores to third-party payment options sets a dangerous precedent for the rest...
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...
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.
Apple CarPlay – Carmageddon? Pt II.
Apple declares war on OEMs. The strength of Apple’s position in the domestic vehicle market has given it the confidence to make a play for the whole digital vehicle making...