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.

Nvidia & Mercedes-Benz – The long cycle.

The 4-year design cycle problem again. Nvidia has landed a major blue-chip client for its Drive Orin platform in announcing with Mercedes-Benz but by the...

Apple WWDC 2020 – Everything Arm.

Apple brings the ecosystem closer together. Apple released one of its more interesting updates to iOS, included some concessions to developers and confirmed the widely...

VW – Solo: a car wars story.

Google & Co. out. Rivals in. VW has confirmed its solo strategy when it comes to vehicle software, but it will need co-operation with other...

Apple – The tax collector.

App store revenue shares are under pressure again. The original intention of the Apple App Store was to drive loyalty to the iOS ecosystem which...

Vehicle companion apps – A car’s best friend

June 17th 2020: Star, global Strategy, Design and Engineering consultancy, has published an analysis of the global vehicle companion application landscape. Star is partnering with...

Huawei – Nowhere to run pt XVIII.

“relaxation” is not really a climb-down. The “relaxation” of the US’s stance against Huawei can be taken either as a sign of fear of missing...

Epic Games – Bargain hunter.

Epic Games builds a war chest for bargain hunting. Epic Games is raising $750m at a mooted $17bn valuation from T Rowe Price and Baillie...

ByteDance – Tidy and focus.

ByteDance is moving from growth into monetisation. ByteDance is showing signs of moving into the next phase of its life cycle which involves tidying up...

Food delivery – Bloodbath extended.

The future of Grubhub is still bleak.  Grubhub has decided to sell itself to Just Eat Takeaway rather than Uber in a move that cited...

Research Publication – COVID-19 – Musical Chairs 2.0.

June 11th 2020: Radio Free Mobile updates its COVID-19 Webinar – Musical Chars to take account of developments in the pandemic, economy and technology sector...