There is a case to answer but it will be hard to prove. There is little doubt in my mind that over the years Apple has engaged in some questionable...
Small stones can set off an avalanche. The latest upgrade for Apple CarPlay may seem to be small, but I suspect that it is merely the first change in a...
Lots of Google. Little of Samsung, Samsung‘s new s24 line-up looks exactly like the s23 but the hope is that the new AI features (almost all of which come from...
Apple will find a way out. Apple has received an unwelcome Christmas present as it faces a ban on importing Apple Watch products in The USA as a result of...
Google vs Epic – Roll of the dice Google’s loss to Epic when Apple won for pretty much the same issue makes very little sense and is a demonstration of...
Apple fails to graduate from Hogwarts. It looks like Apple is giving up on its attempts to design an in-house 5G modem which is a big benefit to Qualcomm not...
Apple won’t be able to pick a fight in 2026. As I have long suspected, Apple is really struggling to make a high-quality 5G radio chip meaning that Qualcomm could...
Incremental improvements and growth. Apple reported reasonable results but concerns around its business in China and an accounting abnormality took their toll on the share price which fell by 3.6%...
Qualcomm signals the worst is over. Qualcomm reported good results signalling that the worst is over leaving a flat short-term outlook and a longer term that is full of...
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.
Huawei – Slow Slippage
New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even a modicum of scrutiny reveals...