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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 – No Nirvana

Reply to this post           Vrvana unlikely to accelerate Apple’s AR. Apple’s acquisition of Vrvana is the best sign yet that...

Sonos – Sounds of sameness pt. III.

Reply to this post           Sonos is now just another speaker maker. Sonos has finally enabled Alexa voice control and Spotify...

Google – The colour purple.

Reply to this post           Fuchsia could replace Android Auto and Android Wear.   Google’s mysterious operating system Fuchsia is starting...

Alibaba – Offline grab.

Reply to this post           Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to...

Google vs. Facebook – AI dividend.

Reply to this post           Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s...

Tencent Q3 17 – Time purchase

Reply to this post           Mighty core business buys time. Tencent reported strong results driven mostly by its content offerings which...

Android – Downward slope.

Reply to this post           Fragmentation getting worse not better. Despite Google’s best efforts, the situation with fragmentation in Android devices...

Apple – Tick in the box.

Reply to this post           Hacking of Face ID proves its security. The inevitable hacking of Face ID has been achieved...

Softbank & Uber – Sellers’ paradise

Reply to this post           At around $70bn, there should be plenty of sellers. Uber has approved a deal where SoftBank...

Apple – Augmenting reality.

Reply to this post           Unit launch in 2019 is an augmentation of reality. If Apple is working on an AR...