Apple inches its ecosystem forward. Beneath the pomp and the adoring crowd was a series of updates to its core platforms which inched the iOS ecosystem forward but, in reality,...
A reason to give your kids Android. Apple vigorously denies that its purge of parental control apps has anything to do with its new Screen Time feature but even its...
Apple FQ2 19 – Stabilisation Apple reported what was considered to be good results as the iPhone business showed greater stabilisation than the more pessimistic end of the market had...
Apple needs to strike a very delicate balance with its partners. Netflix’s gripe with Apple is symptomatic of the problem that Apple faces and the difficult waters it must now...
Samsung is looking better than Apple. Samsung has warned that its Q1 2019 performance will miss expectations which is most likely a sign of further weakness to come at one...
New services a drop in a big blue ocean of hardware. In the face of stagnating hardware revenues, Apple has brushed up its services portfolio that have almost zero chance...
Apple needs 2.1bn paying subscribers to make it a services company. Apple will launch its new video service today, but it is very unlikely to ever be big enough to...
The privacy religion may prevent the AI fix. In stamping his authority on Apple’s AI efforts, John Giannandrea has an opportunity to fix the problems that are plaguing Siri but...
Apple is looking like a safe haven once again. Hardware is by far the most efficient method of digital ecosystem monetisation but at the same time, it is also the...
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 FQ3 19 – iPhone-o-holic
Still a one-product company. Apple reported good results as iPhone growth declines slowed and services continued to chug along nicely. However, I still think that ending its dependence on the...