Mate X unlikely to launch on time. The timing of Samsung’s inevitable (see here) delay of retail availability of the Galaxy Fold will be short-lived as while the Huawei’s Mate...
The laws of physics reassert their supremacy. Verizon has been forced to ditch the $10 premium that it charges customers to access the 5G network as the performance delivered is...
Huawei’s issues are likely to be just as bad. It looks like the majority of the screen failures on the Galaxy Fold are user errors but there are still enough...
Ultimately, the pressure proved too much for Apple. Apple and Qualcomm have settled their long-running dispute (see here) over patent royalties and chipsets in what looks to me to be...
Samsung margins unlikely to recover from Huawei’s predations. Samsung’s handset margins are unlikely to recover anytime soon thanks to a resurgent Huawei, but as ever in Android, it is Google...
Samsung is looking better than Apple. Samsung has warned that its Q1 2019 performance will miss expectations which is most likely a sign of further weakness to come at one...
Apple needs 2.1bn paying subscribers to make it a services company. Apple will launch its new video service today, but it is very unlikely to ever be big enough to...
Apple is a bit closer to a killer use case. The latest data from Apple’s study with Stanford University is encouraging and I think represents a step closer towards...
The Chinese and Apple benefit from continued intransigence. I continue to believe that the best interest of Samsung and Google would be served by Samsung giving up software and Google...
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.
Google & Samsung – Tough at the top
Google Q1 19 – Risky investments. Google reported disappointing Q1 19 results as both its size and the fact that it is 50% dependent on fixed internet advertising caused it...