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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.

Google – The engagement game

Google seems to be going for engagement, not shipments. Google’s new features are almost all software based and the fact that many of them will...

Facebook – Portal to prosperity?

WhatsApp interoperability is a glaring omission. Facebook has launched its first piece of hardware which aims to drive engagement with Facebook’s Messenger platform but its...

Snap – Falling knife.

Forced sale creeps closer.  Snap has sent a memo that inadvertently admits that its business model is fundamentally flawed that I think can only lead...

Amazon vs. Google – Battle for the smart home pt. XII.

Amazon gains a short-lived edge over Google.  Amazon is enabling its skills to talk to one another in a move that will greatly enhance the...

Tencent Music – Money matters.

TME is different. It makes money.  Tencent Music Entertainment is no Spotify or Apple Music but it has many more users than both of these...

Microsoft – On the job.

Toys for workers.  Microsoft has given its Surface line-up a badly needed refresh and is having a go at Bose and Sony with the launch of...

Tencent – Golden opportunity.

A quiet integration should be going on in the background.  In light of recent issues, Tencent has announced a re-organisation that I think offers a...

Facebook – Broken Valley pt IV.

Another move-fast service that broke. Facebook has disclosed that it has been hacked with the loss of data from about 50m of its users which...

Google and Toyota – Dominoes.

Toyota could trigger an industry cave-in to Google.  It looks like Toyota (see here) is about to allow Android Auto access to the infotainment units...

Sony & Fortnite– Gritted teeth.

Sony gives in not a moment too soon.  Sony has backtracked on its decision not to allow cross-platform play in Fortnite in a move that...