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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.

Autonomous Autos – Double vision

Reply to this post           Humans can run red lights, machines can’t . Mobileye has a great excuse to why its...

Sony – Old chestnut

Reply to this post           Old chestnut software problem is back. Sony is intending to change its stars by moving away...

Smart speakers – Pregnant pause

Reply to this post           Pause while products improve. Google is catching up with Amazon in the smart speaker race, but...

Tencent Q1 18 – Expectations management

Reply to this post           Bad guidance is worse than no guidance at all. Tencent reported Q1 18 results that beat...

Facebook – The thin ice

Reply to this post           Facebook security stats reveal flaws. Facebook disclosed Q1 enforcement data for the first time and while...

Amazon – Size 12s pt. II.

Reply to this post           Alexa leaves Cortana out in the cold.   HP’s integration of Alexa into its all-in-one PC...

Music streaming – Tidal wave

Reply to this post           This could be the end of Tidal. Tidal has received allegations of serious misconduct which if...

Indian e-commerce – Play defence.

Reply to this post           I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in...

Google i/o – The meh factor.

Reply to this post           A rather subdued affair. Android P offered up such marginal improvements that Google was forced to...

Microsoft Build 2018 – Enterprise brain.

Reply to this post           Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class...