mmWave antenna design is still a big issue. As I have long suspected, one of the most challenging issues for 5G is the design of the mmWave antenna which has...
Battery life drives the earnings iPhone had a very good bounce off the lows of FQ1 19 driven by a recovery in China but a less than enthusiastic reception by...
Xnor.ai will not fix the fragmentation issue. Apple’s acquisition of Xnor.ai increases my concerns with regards to Apple’s approach to AI and may make it fall further behind. Apple is...
Big tech is just fine. Apple FQ4 19 – Accessories assemble Apple reported good FQ4 19 results as wearables and services offset a less than expected decline in iPhone shipments....
Only software can make it a swan. The much-leaked iPhone 11 was launched to very little surprise and a form factor that only a mother could love. The huge square...
YouTube live stream is the biggest surprise. It is that time of year again (10th September, 10 am PT) and the biggest surprise is that the whole event will be...
Still a one-product company. Apple reported good results as iPhone growth declines slowed and services continued to chug along nicely. However, I still think that ending its dependence on the...
Apple inches its ecosystem forward. Beneath the pomp and the adoring crowd was a series of updates to its core platforms which inched the iOS ecosystem forward but, in reality,...
A reason to give your kids Android. Apple vigorously denies that its purge of parental control apps has anything to do with its new Screen Time feature but even its...
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 FQ2 2020 – The olive branch
Withdrawal of guidance unsettles the market. Apple reported good results but withdrew its guidance offering instead an olive branch comprised of a dividend increase and share buyback. FQ2 2020...