Apple gets the fold right.
Sniping from the back of the pack.
Silly gimmicks still sell phones.
The new cook is confirmed.
Pointless gimmicks are still a crowd pleaser
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.
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.