Reply to this post Qualcomm has the stomach for a fight. Despite the seemingly challenging situation the company is currently experiencing, I think the company...
Reply to this post Mostly catch up but studded with a few gems. While Apple spent most its time catching up with innovations made by...
Reply to this post These days, Apple looks like an industrial. Apple reported reasonable results and in increasing both the dividend and the share buy-back...
Reply to this post Apple’s intransigence plays into Qualcomm’s hands. Qualcomm has been forced to adjust its guidance for the coming quarter after being informed...
Reply to this post Mobile Payments are going the wrong way. It appears that the usage of Apple Pay on the iPhone is now declining...
Reply to this post iPhone benefits where Google could not. Apple released excellent results highlighting that contrary to my previous view, iOS has been the...
Reply to this post Margin pressure from product mix is not a problem. Apple reported results that broadly met expectations although slight weakness in profitability...
Reply to this post Qualcomm thrashes Intel but not where it really matters. It appears that Qualcomm has once again demonstrated superiority over its peers...
Reply to this post The iPhone 7 is a stern test of Apple’s brand. Removing the headphone jack will be a tough test of whether...
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.
iOS vs. Android – Catch-up
Reply to this post Android is snapping at Apple’s heels. Android is showing signs of catching up with iOS in terms of user spending at...