Apple is slowly consuming more of the economy. Ahead of WWDC Apple has released a report it had commissioned to examine the app economy on iOS revealing that while traditional...
Hardware rocks but AI flops Apple executed a pretty flawless quarter with market share gains in emerging markets offsetting the macro, but it is clear that when it comes to...
STOP PRESS Updates below with more details on adjusted EBITDA vs. Pre-tax profit. Buried on page 24 of the earnings statement from SoftBank are details of the amortisation of intangibles...
Amazon Q3 2022 – Humble pie Amazon reported good results, but the traditional holiday season is going to be weaker than expected further reinforcing the view that Amazon has expanded...
Apple launches more of same. When the most exciting product launch is aimed at a tiny minority of the user base it becomes clear that Apple is struggling to find...
Digital advertising is not worth the risk. Apple is building up its advertising business which I think is very likely to attract a raft of lawsuits from the other digital...
Apple declares war on OEMs. The strength of Apple’s position in the domestic vehicle market has given it the confidence to make a play for the whole digital vehicle making...
Apple declares war on short-term loan providers and car makers. Apple produced an ordinary performance but saw announcements that challenge both the vehicle makers and the fintech industry. However, there...
Apple FQ2 22 – Rug sweeping Apple reported good results but warned on FQ3 22 blaming the supply chain, but I suspect that there is also a degree of softness...
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 – Nothing burger
A gesture, some silicon and a bit of camera. When the most exciting new feature is a gesture for the Apple Watch, it is clear that the new iPhone offers...