Arm vs. Qualcomm – Preamble
A situation that makes little sense. The dispute between Arm and Qualcomm is one of the more bizarre that I have seen in my time,...
Renault, Qualcomm & Google – More GAS.
Renault finally lets Google off the leash. Renault has announced its new long-term strategy and for EVs, it is deepening its partnership with Google &...
Qualcomm FQ4 22 – Opportunity incoming
The long-term scale tips in Qualcomm’s favour. A good set of results marred by a difficult outlook for FQ1 & FY 2023 also contained a...
Qualcomm – Cars-R-Us.
Picks and shovels of the digital vehicle. Qualcomm is showing signs of executing on its automotive ambitions with a 57% increase in its design win...
Arm vs. Qualcomm – Trouble in paradise
RISC-V is the only beneficiary of civil war. Arm has launched a strange-looking lawsuit against Qualcomm that looks like an attempt to earn higher royalties...
Meta & Qualcomm – Macro not micro
Meta Platforms Q2 2022 – Slows the Metaverse. Meta Platforms reported soft numbers and increased the price for the Oculus VR headset in a sign...
Qualcomm & Semis – Barmy army.
Qualcomm answers the M-series challenge. Qualcomm has worked out how to challenge Apple’s current advantage in Arm-based CPUs but the fact that it will be...
Qualcomm FQ4 21 – Execution chops
Qualcomm is the exception to shortages. Qualcomm reported good results and guided well which I think demonstrated more about the company’s ability to execute as...
Qualcomm – Eye on Mobileye
Qualcomm is coming for Mobileye. Qualcomm has won its fight for Veoneer which will see it expand its offering in automated driving in an attempt...
About Me
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.
Qualcomm FQ2 23 & AMD Q1 23 – Cycle hurts