All Posts By

RICHARD WINDSOR

  • Home
  • RICHARD WINDSOR

RICHARD WINDSOR

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.

Samsung services – Repeating history?

Here we go again. The last time Samsung had a go at services the result was expensive and painful and resulted in a civil war...

ByteDance (TikTok) – Full stream ahead.

Video comes for the music stars. ByteDance is aiming to extend the popularity of TikTok into the subscription music space but I question whether its...

Motorola – Four-letter words.

RAZR returns for its 3rd tour of duty. The Motorola RAZR has defined Motorola’s history in mobile devices which Motorola has taken to the next...

Mobile Banking – The legacy bet

If you can’t beat them, join them. Google’s move into banking with Citigroup makes complete sense because, as Facebook found, the vested interests in the...

Disney+ – Good omens.

Teething problems are a good sign. I see the technical issues at Disney as a good sign because it implies that the demand for the...

Apple – No spectacle.

Deadlines can easily be pushed out. To get augmented reality to the point at which Apple can ship a product that it is ready for...

Uber Autonomous – Big Hero Zero.

This asset is virtually worthless. Disclosures in Uber’s Q3 19 10-Q SEC filing reveal that the situation at its autonomous driving unit is worse than...

Google Pixel – Damage done pt. III

Yet another avoidable blunder. In what is becoming a recurring habit, reviewers have found a serious problem with the Google Flagship device that further underlines...

Uber Q3 2019 – Edge of the woods

Uber is not quite out of the woods yet. I have been very negative on Uber since long before the IPO, but I think that...

Huawei – Nowhere to run pt. XI

Still a reprieve in name only. A series of US suppliers are soon to be granted licenses to supply Huawei but picking apart commentary from...