Richard Windsor

Richard Windsor

Dr Richard Windsor is the founder of Radio Free Mobile which is an independent research provider. The research helps clients to understand and evaluate the players in the digital ecosystem and presents a unique perspective on how all the pieces fit together in an easy to read and digest way. The product is available on a subscription basis and counts members of the handset, telecom carrier, Internet, semiconductor and financial industries as its subscribers. RFM is the land of the one man band meaning that Dr. W. also makes the tea.

Why Marissa Mayer has earned her $23 million severance package

Why Marissa Mayer has earned her $23 million severance package

Written by on March 16, 2017 in Guest Blog with 0 Comments

This time Marissa has really earned her payoff. Following the sale of the Yahoo core business to Verizon, Marissa Mayer will step down as CEO of Yahoo and will receive a severance package worth $23m. This has once again raised the issue of excessive payoffs to failed senior executives, but I think that for the first […]

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In the fight for the home, Apple slips despite best experience

In the fight for the home, Apple slips despite best experience

Written by on March 13, 2017 in Guest Blog with 0 Comments

Apple is losing badly despite offering the best user experience. Apple has redesigned its HomeKit website (see here) in order to generate interest around its smart home offering but despite having the best experience, it remains a very distant third in developed markets. HomeKit enables smart home devices to be controlled with Siri as well as […]

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Digital assistants are the latest craze to hit the mobile industry

Digital assistants are the latest craze to hit the mobile industry

Written by on March 7, 2017 in Guest Blog with 0 Comments

Late-comers have very little chance. The latest craze to hit the mobile industry is digital assistants where every man and his dog is now building one to try and drive engagement through the ecosystem. LINE is the latest entrant with its offering called Clova but just like everyone else, LINE is going to find that digital […]

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MWC17: from sweats to suits, VR to AI

MWC17: from sweats to suits, VR to AI

Written by on March 3, 2017 in Guest Blog with 0 Comments

The taxonomy of MWC is changing. Nokia has through nostalgia has created some excitement in the mobile phone industry but elsewhere the signs of maturity are everywhere. The notable fall out coming from Microsoft, Blackberry, Huawei among others who have substantially reduced the sizes of their stands has been replaced with: First: Automakers who outside […]

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Google vs Amazon, VHS vs Betamax, this time the home’s the prize

Google vs Amazon, VHS vs Betamax, this time the home’s the prize

Written by on February 21, 2017 in Guest Blog with 0 Comments

This could be a repeat of VHS vs. Betamax. Google is adding functionality to allow Google Assistant to compete more directly with Amazon’s Alexa, but what it really needs is to offer love and support to developers of smart home products. Google’s failure to do this was visible on every stand at CES where a smart […]

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Facebook failure to control hate speech highlights flaw in AI expertise

Facebook failure to control hate speech highlights flaw in AI expertise

Written by on February 13, 2017 in Guest Blog with 0 Comments

Facebook and Alphabet are worlds apart when it comes to AI. While Google is pushing the boundaries of artificial intelligence forward, Facebook is making excuses for its inability to control hate speech highlighting once again who is the leader and who the laggard in the field of AI. Google has demonstrated a system that it has […]

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Analysis: is there value in Snap at these valuations? Or just pain?

Analysis: is there value in Snap at these valuations? Or just pain?

Written by on February 8, 2017 in Guest Blog with 0 Comments

I see only pain for investors paying $22.5 at the IPO. $20bn – $25bn is at least 32% too much to pay for investors who will also have no say whatsoever in how the company is run despite having significant skin in the game. Snap Inc. has published its S-1 document allowing for a fundamental-(ish) based […]

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Apple is back on top of the hill, beneficiary of Samsung’s recent woes

Apple is back on top of the hill, beneficiary of Samsung’s recent woes

Written by on February 2, 2017 in Guest Blog with 0 Comments

iPhone benefits where Google could not. Apple released excellent results highlighting that contrary to my previous view, iOS has been the main beneficiary of Samsung’s recent woes. FQ1 17A revenues / Adj-EPS were $78.4bn / $3.36 compared to consensus at $77.3bn / $3.22. iPhone was the main driver of the upside with 78.3m units shipped at […]

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Snapchat looks more like Twitter than Facebook

Snapchat looks more like Twitter than Facebook

Written by on January 24, 2017 in Guest Blog with 0 Comments

Snapchat appears to be intending to focus on engagement metrics to justify its $20bn-$25bn valuation in the coming IPO. I see this as a sure sign that real metrics such as revenue and profit will fall far short of that which a regular company would need to justify that valuation. Snapchat is essentially an instant […]

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With the sale of Fabric is the future for Twitter unravelling?

With the sale of Fabric is the future for Twitter unravelling?

Written by on January 20, 2017 in Guest Blog with 0 Comments

Sale of Fabric collapses Twitter’s horizons. With the sale of Fabric to Google, Twitter has essentially given up all hope of becoming an ecosystem and its growth will be totally dependent on its ability to create engagement around media consumption. This means that a blue-sky scenario for Twitter will see it with 28% coverage of the […]

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