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.

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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Alibaba goes shopping – for physical goods

Alibaba goes shopping – for physical goods

Written by on January 17, 2017 in Guest Blog with 0 Comments

The woeful offline experience offers a real opportunity.  It looks like Alibaba is about to take a leap into the offline world as it is the lead contender to buy a struggling retail chain in China for $2.6bn. The company in question is In Time Retail Group which operates 29 department stores and 17 malls predominantly […]

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Is Amazon on track to do a VHS to Google’s Betamax?

Is Amazon on track to do a VHS to Google’s Betamax?

Written by on January 11, 2017 in Guest Blog with 0 Comments

Amazon, Nvidia and HERE were the big stars of CES2017. The big losers: Google, LeEco and absentee Apple. PART 1: The winners 1. Amazon In my mind, the star of CES 2017 is Amazon which is beginning to show signs of doing to Google what VHS did to Betamax. Betamax was a vastly superior technology […]

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Will 2017 be the year of AI, or the year of the donkey?

Will 2017 be the year of AI, or the year of the donkey?

Written by on January 4, 2017 in Guest Blog, Opinion with 0 Comments

Artificial Intelligence.  AI is likely to be the most important theme in the technology sector this year. This is because AI could become a major differentiator in determining which Digital Life services are the best and therefore preferred and paid for by consumers. AI will also underpin the autonomy of any machine be it an […]

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Android Things needs to avoid the road to hell

Android Things needs to avoid the road to hell

Written by on December 19, 2016 in Guest Blog with 0 Comments

The road to hell is paved with good intentions. Google has updated its OS for Internet of Things (IoT) with the release of a developer preview, but I fear that if the OS is released to open source, the same chaos and insecurity that hampers Android will prevent this from becoming successful. Releasing software to open […]

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