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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.

Facebook – Soft target

Reply to this post           Facebook chasing broadcast rather than Netflix or YouTube. Facebook’s move into Media Consumption is well underway...

Tencent – Feathering the nest

Reply to this post           Rovio could help Tencent spread its wings. Rovio is almost certainly past its prime but it...

Airbnb – American losing streak

Reply to this post           Airbnb unlikely to win in China. Airbnb, like Uber and Amazon before it, has fight on...

Facebook – Dial M pt. II

Reply to this post           Very little AI in the assistant that has launched. Now that Facebook’s digital assistant is available...

E3 2017 – Glaring omission

Reply to this post           Very little interest in mobile gaming at E3. E3 is the biggest trade show for the...

ARM vs. Intel – Pause for thought.

Reply to this post           Intel shoots at Asia rather than at home. With another attempt to replace Intel chips in...

Alphabet – Goodbye blue sky pt. II.

Reply to this post           Homeless robots find permanent shelter. Alphabet has reached a deal to sell both Boston Dynamics and...

Essential Products – Domestic bliss.

Reply to this post           Home is where the heart is While I am not a fan of Essential Products’ phone...

Amazon – A song of ice and fire.

Reply to this post           Project ice has nothing to do with phones. After racking up nearly $1bn in losses from...

WWDC 2017 – Catch-up gems.

Reply to this post           Mostly catch up but studded with a few gems. While Apple spent most its time catching...