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.
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...
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 – Mini Cycle.
Silly gimmicks still sell phones.