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.

Cable TV – Sword of Damocles pt. IX

Devices to hasten the demise Never one to miss a trick, both Amazon (see here) and TiVo (see here) are now offering set-top boxes that...

Research Publication – Mobile Ecosystems – Privacy-as-a-product

November 12th 2018: Radio Free Mobile updates its flagship research product with the publication of Mobile Ecosystems – Privacy-as-a-product. RFM research subscribers will receive their copy directly...

Tencent – Winter is coming.

Tencent battens down the hatches for the quarters ahead With the Chinese government showing no signs of letting the video game industry out of its...

Samsung Developer Conference – Communicator II

Samsung reinvents the Nokia Communicator but sadly, doubles down on Bixby. Samsung has shown (see here) the form factor within which it thinks that a...

Facebook – The Dunce pt. III

AI so dumb, it accepts ads from ISIS. Despite its rhetoric regarding its progress in the fight against fake news, even the most obviously fake...

iOS vs. Windows – Input and Office

Even the best can’t touch laptops The tablet market is dying and its failure to take over the laptop market means that it is likely...

CES 2019 – Optimistic origami pt. II

If you fold it, will they come? With most major announcements now out of the way before CES 2019, the folding screen is positioning itself...

Apple FQ4 18 – Opacity rules

Apple signals the way ahead is less predictable. Apple reported excellent FQ4 18 results but guided weakly for FQ1 19 which combined with Apple putting...

Apple vs. Android – The price of price.

Apple benefits but Android suffers. The result of huge increases in device prices is now being felt as data from the US indicates that iPhone...

Facebook & Baidu – Tough times.

Reasonable numbers but tough outlook. Facebook Facebook reported reasonable results but I still don’t think that the market has fully appreciated the difficulty that the...