Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another semiconductor company as Arm’s acceptance...
Samsung inches towards a cure. Not only are Google and Samsung in discussions for Google to have a bigger role on Samsung handsets (see here) but there have been a...
Z fold 2 looks like Z Flip. Samsung released a good slate of new products but potential shortcomings with the new Fold and pricing marred what was generally a good...
Has Samsung seen the light? Google and Samsung are in discussions that could see Google take over more of the core software functionality on Samsung devices making them more attractive...
Google has an opportunity that I don’t think it will take. Google has opened up a new front in the battle with Amazon by forming a partnership with ADT in...
The stay at home trade has peaked with excellent results from most of the big technology names providing a timely boost so shortly after being “hauled over the coals” by...
Qualcomm FQ3 2020 – Huawei joins the fold. Qualcomm reported good FQ3 2020 results as its original outlook has proved to be too pessimistic and 5G in China has picked...
Apple and Huawei now dominate their parts of the China market. Although shipments have declined by 17% YoY both Apple and Huawei have flourished in the Chinese market gaining significant...
Subscription features is a risk worth taking. BMW’s potential move to feature subscription has some problems but if this pushes BMW towards having a relationship with its users, it may...
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 – Middle of the road.
Mid-market makes sense for services. Behind the funky new watch features and the new, more expensive iPad Air are cheaper versions which are clearly aimed at keeping shipments going through...