Chinese injunction will increase pressure on Apple. Qualcomm has won a good victory in China with an injunction on the sale of a good number of Apple’s products which will...
Apple signals the way ahead is less predictable. Apple reported excellent FQ4 18 results but guided weakly for FQ1 19 which combined with Apple putting an end to disclosing unit...
The real action is inside the new products. The new, universally leaked, devices are pretty dull on the outside but it is what Apple has done on the inside, particularly...
Reply to this post Moving into maintenance mode. Apple’s latest platform releases focus more on keeping users and driving stickiness than they do about encouraging...
Reply to this post Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...
Reply to this post Apple doesn’t quite reach 50%. While the finding that Apple generated over half of all revenues in the smartphone market in...
Reply to this post Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results where a 14.5% increase in...
Reply to this post Fluffy sentiment has nothing to do with the company. The weakness in Apple’s share price and the souring of sentiment around...
Reply to this post Early data indicates that there is no super cycle While it is too early to say for sure, the initial data...
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 vs. Qualcomm – Pressure cooker pt. II
The injunction has teeth. In a surprising admission of weakness, Apple has admitted that if the injunction remains in force, it will be forced to settle with Qualcomm which I...