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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.

Tencent – Tale of two pies.

Reply to this post           Tencent dominates but still has much more to do.  Tencent already dominates Digital Life in China...

Google Auto – Lyft to market

Reply to this post           Google and Lyft can really help each other.   An investment in Lyft makes a lot...

Broadcast TV – Sword of Damocles pt. II.

Reply to this post           The sword has slipped its moorings.   With all of the indicators now starting to turn...

Apple – Worst kept secrets.

Reply to this post           Face ID was the star of a show where everything had been leaked. Apple launched its...

Electric Vehicles – Extinction level event.

Reply to this post           EVs could trigger a huge decline in vehicle demand. Vehicle makers are queuing up to announce...

Google Auto – Greek gift pt. III.

Reply to this post           Waymo’s time is now. Google’s self-driving division, Waymo, is currently by far the best option for...

Facebook vs. Snap Inc. – Own goal

Reply to this post           Some of Snap’s woes look self-inflicted. Snap appears to be losing key influencers to Facebook not...

Huawei – The AI of others

Reply to this post           Huawei needs its own algorithms to succeed in AI. Huawei abandoned its habit of launching a...

Xiaomi and Google – Race to the bottom.

Reply to this post           Android One will only ever benefit Google.  Xiaomi and Google are resurrecting the Android One program...

Google – Yellow brick road pt. II.

Reply to this post           Another step to fully proprietary Android. Android Auto and Wear are fully proprietary and I continue...