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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.

Baidu – Talking machines.

Reply to this post           The way in China is wide open for Baidu. Baidu’s strategy around its AI platform and...

Uber & Yandex – Russia on top.

Reply to this post           Uber bails from another fight it was not going to win. Yandex and Uber are merging...

SoundCloud – Clouds of red

Reply to this post           Management does not have the luxury of choice. Poor monetisation strategy and a lack of fiscal...

Snap – Valuation snaps pt. II.

Reply to this post           Twitter remains by far the better choice Reality is beginning to set in for Snap Inc....

China Internet – Home court advantage

Reply to this post           Regulatory enforcement makes life even harder for the foreigners. . China appears to be on a...

Xiaomi – Back in black

Reply to this post           Xiaomi is back but ecosystem nowhere to be found. A monster quarter has brought Xiaomi back...

Samsung Q2 17A – Just chipper.

Reply to this post           Samsung heading for No. 1. A truly mighty performance from Samsung puts it well on track...

Mobike vs. Ofo – Blood soaked economics.

Reply to this post           Here comes another bloodbath. Another battle is brewing over ride hailing but the fact that it...

Samsung Bixby – Old demon

Reply to this post           The software / AI demon remains un-exorcised. Samsung is continuing to dominate hardware but once again...

Alibaba – Virgin home

Reply to this post           Another day, another home assistant. Alibaba is moving to launch a home speaker, much like Amazon...