For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that put the company in a...
Apple FQ3 23 – Eating Android. Apple reported a difficult set of results but weakness in the smartphone market was offset by a strong performance from services and the incremental...
All about cost-cutting. Meta, Google and Microsoft have all painted a rosy picture of recovery but sifting through the details reveals a reality which is much more sanguine although not...
AI cannot offset the general malaise. The contrast between TSMC and the rest of the semiconductor industry is a result of AI not being big enough to offset weakness elsewhere...
The fight for the next platform begins. Meta’s decision to release commercial versions of its generative AI models as well as the supposed “leak” of its models have nothing to...
Huawei is not coming back in 5G. Huawei is reportedly planning a 5G comeback in smartphones but while there is no reason why it can’t make 5G devices, they will...
Strategic investors will pay more. SoftBank is engaging in a strategy to maximise the price at which it can sell Arm with the hope that because strategic investors are very...
An impossible problem. China is pressing ahead with AI regulation which is going to be so problematic that it could end up destroying development in this key technology highlighting the...
Samsung echoes Micron. Samsung reported the worst set of preliminary results for many years but critically, they were slightly better than expectations and show a similar pattern to Micron where...
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.
Palantir & Lucid – Knife edge
Palantir Q2 23 – Valuation knife edge. Palantir met its numbers but a misunderstanding around revenue guidance for 2023 caused the shares to collapse by 12% before recovering in an...