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RICHARD WINDSOR

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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.

Apple WWDC 19 – Nice but dull.

Apple inches its ecosystem forward. Beneath the pomp and the adoring crowd was a series of updates to its core platforms which inched the iOS...

Facebook – The long hard road

Signs of AI progress. More needed. Facebook’s ability to spot fake accounts is improving, but it is still making much longer than it should to...

Uber Q1 19 – Slave to the market.

Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the...

Short Break – Back Friday May 31st

Radio Free Mobile has taken a short break and will return on Friday, May 31st.

Huawei – Disarmed

A hit potentially worse than Google. The loss of arm will take a long time to impact Huawei but if it ever takes effect, it...

Huawei – Nowhere to run pt. II

Any alternative to Google is an exercise in futility. Whatever alternative Huawei comes up with for Google’s digital ecosystem is extremely unlikely to be able...

Tesla – Model breakdown

Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that...

Microsoft & Sony – Deal with the devil

Sony takes a rare dive. Microsoft and Sony are working more closely together in a rare admission of failure from Sony that its cloud gaming...

Huawei – Nowhere to run

The USA does Samsung a massive favour. The importance of the digital ecosystem is laid bare as the loss of the Google ecosystem is very...

Connected vehicles – Damaging lethargy

Sirius XM capitalises on OEM lethargy. Sirius XM is launching a series of services for its customers which are exactly the sorts of services the...