AMD and Sony beat on company-specific issues. AMD Q3 2022 AMD met expectations and guided better than expected not because there has been a sudden bounce in demand but because...
New clothes do not make Alexa any better. Amazon launched a plethora of devices that aim to strengthen its grip on the smart home, home and small office security, wellness...
Intel puts AMD in its box. Intel has finally launched new products that have a shot at putting AMD back in its box but the real competitor for Intel to...
Barry completes the clean-out. Barry McCarthy has completed the clean-out of Peloton meaning that the turnaround can begin in earnest but this remains a risky proposition and there are plenty...
Apple launches more of same. When the most exciting product launch is aimed at a tiny minority of the user base it becomes clear that Apple is struggling to find...
Very little to excite consumers. The autumn hardware launch season kicks off today with Apple followed by Google and Meta the main theme of which is going to be how...
Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of lawsuits from the other digital...
RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties from one of its biggest...
Meta Platforms Q2 2022 – Slows the Metaverse. Meta Platforms reported soft numbers and increased the price for the Oculus VR headset in a sign that the next year or...
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 Metaverse – No choice.
Apple must address the Metaverse but not yet. According to the media chatter, Apple was supposed to release a Metaverse device this year, but I continue to think that this...