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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 FQ4 17 – All things X.

Reply to this post           X hits the spot. Apple reported good results and guided strongly for FQ1 18 as it...

Facebook Q3 17– Organic brains.

Reply to this post           Humans are not the answer. Facebook reported strong results but gave disappointing guidance as its shortcomings...

Razer – The public game.

Reply to this post           Its too early for Razer to go public. Razer wants to become the ecosystem for gamers...

Facebook – Lead bullet.

Reply to this post           A problem that humans can’t solve. There is a silver bullet to deal with the fake...

Google Pixel – Damage done.

Reply to this post           Software updates won’t fix reputation. The seemingly endless problems with Google’s latest Pixel devices can most...

Alphabet, Baidu & Amazon – West vs. East.

Reply to this post           US fares far better than China. Alphabet and Amazon reported very strong results while Baidu struggled...

Tokyo Motor Show – Not invented here.

Reply to this post           Existential challenge ahead. The star of the Tokyo Motor Show is an electric sports vehicle designed...

Snap – Reality of fad.

Reply to this post           Snap learns a hard lesson. Snap generated plenty of interest around its first hardware product but...

Google & Amazon – Battle for the home pt. VI

Reply to this post           Opportunities to break in are fast disappearing Google seems to be closing on in launching a...

Essential Products – Long road home.

Reply to this post           Home is where the heart is. Essential Products is clearly struggling with its Essential Phone which...