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...
Both Apple and Facebook smash expectations. Apple FQ2 2021 – the last of the stay at home Apple reported FQ2 2021 results that blasted through estimates as the work and...
A way out that no one seems to want. As Apple now requires user consent for apps that use tracking for advertising targeting, developers are fretting and looking for...
Another reprieve-in-name-only. Apple has given some more ground on its hotly-contested App Store fees, but this move is an attempt to split its opposition and save some face while ensuring...
Apple brings 5G properly to market. Apple has launched four new iPhones and a Homepod Mini in an event that aims to preserve margins, bring 5G to market while realising...
Mid-market makes sense for services. Behind the funky new watch features and the new, more expensive iPad Air are cheaper versions which are clearly aimed at keeping shipments going through...
Epic and Apple both shoot themselves in the foot. Both Apple and Epic have done more damage to themselves than to each other as the confrontation rolls around into the...
Apple is somewhat on the backfoot. Apple and Epic have both upped the ante in their fight over app store fees, but there are signs that Apple is somewhat on...
Apple brings the ecosystem closer together. Apple released one of its more interesting updates to iOS, included some concessions to developers and confirmed the widely leaked news that it is...
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.
APPL/GOOG/MSFT – Look elsewhere
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...