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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.

Twitter Q4 15A – Live torpedo.

Reply to this post           Periscope needs to dodge Facebook’s live video torpedo. Twitter reported good results but the problem with...

Autonomous Autos – Tiny victory.

Reply to this post           Sending an algorithm to prison is pointless. Google has managed to get the National Highway Traffic...

Internet monetisation – The slow dawn.

Reply to this post           The realisation that free internet is a myth is slowly dawning. Wired is the latest publication...

Acadine Technologies – The Walking Dead Pt II.

Reply to this post           H5OS likely to struggle against tried and tested native. Acadine Technologies, a well-funded Chinese start-up is...

Music Streaming – Temporary gravy pt. II.

Reply to this post           Music label largesse signals a weakening position. Warner Brothers and Sony have both announced that they will...

Lenovo FQ3 16A – Always uphill.

Reply to this post           Now comes the hard part for Lenovo. Lenovo reported a difficult results where market conditions marred...

Yahoo Q4 15A & Strategy – Road to nowhere.

Reply to this post           Yahoo’s strategy has McKinsey written all over it. Yahoo reported another lacklustre set of results and...

Alphabet Q4 15A – Apple of its eye.

Reply to this post           Great numbers, bad dependency on Apple. Alphabet reported very strong results as high end users shifting...

Alibaba FQ3 15A – Law of large numbers

Reply to this post           A slowdown at Alibaba is inevitable. Alibaba reported good FQ3 15A results but there are signs...

Microsoft & Amazon – Different days

Reply to this post           Microsoft and Amazon have a very different day. Microsoft FQ2 16A. Microsoft reported steady results as...