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.

CES Day 0 – Planes, yachts & Digital assistants

Autonomous hype becomes more realistic. Planes, yachts & automobiles. CES 2019 is even more about vehicles than it ever has been before but to the...

RFM 2019 – Top 5 at CES.

2019 demands delivery not more hype. Automotive & infotainment CES 2019 is likely to be even more dominated by automotive than it was last year...

Research Publication – Automotive Ecosystems – Sitting Ducks – Thematic Update

January 4th 2019: Radio Free Mobile updates its Automotive Ecosystem research product with the publication of Automotive Ecosystems – Sitting Ducks – Thematic Update.   RFM research...

Apple FQ1 19 – Much ado about nothing.

An echo of Nokia between 2003 and 2006. Apple has ensured an exciting start to the year with its first profit warning for more than...

Apple vs. Qualcomm – Pressure cooker pt. III.

A Christmas present from Germany. Qualcomm has struck another blow against Apple with a permanent injunction being granted against Apple which can only serve to...

Google – Toothless in Europe pt. V.

Better products, not ineffective regulation needed. The regulations being imposed upon Google by a seemingly hapless EU appear to be having the opposite effect to...

Apple – Silly season.

Not everyone at Tesla does cars. Apple is recruiting people from Tesla again which I think has nothing to do with cars and everything to...

Augmented Reality – Crunch time.

The shake-out begins. Osterhout Design Group (ODG) looks to be in the process of being wound up in what I suspect is going to be...

Apple vs. Qualcomm – Pressure cooker pt. II

The injunction has teeth. In a surprising admission of weakness, Apple has admitted that if the injunction remains in force, it will be forced to...

5G – Barrel scraping

Ericsson is scraping the bottom of the barrel for a use case. Ericsson has had to use cloud-based virtual reality to demonstrate the benefits of...