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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.

Qualcomm FQ3 17 – Strong stomach

Reply to this post           Qualcomm has the stomach for a fight. Despite the seemingly challenging situation the company is currently...

AR – Productivity pays

Reply to this post           AR is alive and well in the enterprise. Amongst a surprising re-launch of Google Glass and...

Blue Apron – Size 12s.

Reply to this post           Amazon’s size 12s causes dismay for Blue Apron and Hello Fresh. The saga of Blue Apron...

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...