Apple gets the fold right.
Qualcomm FQ1 26 – A situation that both Qualcomm and MediaTek would like to forget. Google Q4 25 – All its chips on AI
Pointless gimmicks are still a crowd pleaser
Apple surprised me somewhat.
Samsung is still not quite cured. Samsung’s deal with Perplexity will see Samsung’s in-house products become better, but I am not sure how much anyone will notice given that users...
The most expensive consultant in history. OpenAI will acquire Jony Ive’s hardware start-up at an eye-watering valuation, but it has filed to acquire the man himself full-time, making him the...
New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test of success will be whether...
Low-balled numbers still give good growth. Qualcomm used its 2024 investor day to focus on the areas outside of smartphones where the diversification strategy that was laid out in 2021...
Apple looks like it has run out of ideas. It looks like growth is becoming a real problem at Apple as it is considering entering segments where its competitors have...
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 FQ2 26 – Slow but steady
Apple struggles to justify its multiple.