Looking for a new cook
Still not much AI going on. Amazon Q3 25 – Still behind. Apple FQ4 25 – Short-term bounce
Apple surprised me somewhat.
Acquisition remains the most likely outcome.
Apple runs home to Momma. In the absence of AI, Apple did what it does best, which was to revamp the look and feel of its user experience in the...
Apple is itching to restart the fight but there is a limited window. While it is clear that Qualcomm’s modems are still far better than Apple’s, Apple finally has a...
Apple FQ2 25 – AI not a problem yet, but tariffs bite. Apple reported good results, but then guided weakly as it warned of a $900m tariff impact that sent...
AI is not needed to sell iPhones yet. Apple’s run of trouble with AI is continuing as a good proportion of the much-hyped Apple Intelligence services are being delayed again...
Apple’s privacy server may have to go Alibaba looks like it will be the launch partner for Apple Intelligence in China but the system that Apple has created remains replete...
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 FQ1 26 – The Gimmick Dividend
Pointless gimmicks are still a crowd pleaser