The end for HoloLens? Part of Microsoft’s 5% workforce reduction includes “changes to our hardware portfolio” which probably does not mean Xbox or Surface meaning that it is almost certainly...
Apple’s incremental reality The new reality of the Metaverse appears to have caused Apple to delay its AR headset and although the media still expects it to release a VR-like...
ChatGPT has Google needlessly rattled. Google has published a thinly veiled push-back against the notion that ChatGPT is a threat to its core search business demonstrating that ChatGPT has made...
3D without glasses – The great debate. Ever since the TV makers’ disastrous attempt to get us all watching 3D TV at home, 3D outside of the cinema has been...
2023 likely to be West vs. East. TSMC added its voice to Samsung’s in calling out the softness in the semiconductor market and I think that H2 2023 is very...
There is more to EUV than a patent. There is a very big difference between filing a patent on the reflection of Extreme Ultraviolet light (EUV) and producing a working...
OpenAI is a long way from challenging Google. The hubris around OpenAI following the popularity of ChatGPT continues to grow but the nature of ChatGPT and NLP models, in general,...
Qualcomm helps Broadcom for once. Although Apple is intending to design Broadcom out of its iPhones in favour of an in-house solution, I suspect that its inability to design a...
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...
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.
Netflix Q4 2022 – Middle-aged.
Hastings ends on a bounce. Netflix announced good results at the same time that its long-term founder and CEO stepped down to be replaced with two co-CEOs which is never...