MCX is likely to fail unless something changes. The combined power of Apple and the major credit card companies is likely to exert so much...
Apple Pay is the victim of a much bigger conflict. It looks like mobile based payments are at last about to see some traction, catalysed...
iPhone 6 just as profitable as the 5s despite bigger screen. The screen of a mobile device is by far the biggest single cost element...
Apple Pay might just kick start the opportunity for everyone. The size and brand power of Apple has enabled all of the participants in the...
Signs point to scale making up for any gross margin weakness. Apple has entered a new product category and is attempting to kick-start wireless payments...
Great eye candy hides the missing spark of genius needed. Apple launched its first product in the wearables space along with new iPhones that were...
A beat is on the cards but guidance could be a hiccup. Apple reports Q2E results after the US close today. (Wednesday 23rd April 2014)....
The latest data is meaningless without a demographic adjustment. Experian has produced an extensive survey looking at what users do with their smartphones. The data...
Flexible screens are Samsung’s patch, not Apple’s Apple Patent applications and job filings are an admission of what I have long suspected. Flexible and...
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 Q2 15A– The mighty cycle
Reply to this post iPhone replacement drives big Q2 15A results. Apple reported excellent Q2 15A results as the iPhone replacement cycle has remained strong....