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.
The digital assistant bandwagon is bursting at the seams. Building a digital assistant is all the rage these days but just like app stores, I suspect that the weaker players will soon drop out once they begin to realise how difficult and how expensive it is to make a good one that users actually want […]
Mobile Payments are going the wrong way. It appears that the usage of Apple Pay on the iPhone is now declining compared to where it was in June 2016, sending a worrying signal for the outlook for mobile payments in general. The most recent data from PYMNTS.com (see here) shows that both adoption of Apple Pay […]
Bixby falls even before its first hurdle. Samsung’s delay in the roll-out of Bixby is a strong indication of just how far behind Samsung is when it comes to artificial intelligence reinforcing my view that the investment case still lives and dies with hardware. Despite much fanfare at the launch of the Galaxy s8 just a […]
The loss of the NFL is a disaster. Twitter has lost its deal to stream certain NFL games which I think punches a potentially fatal hole in its strategy to break out of its niche of microblogging. Amazon has reportedly paid $50m for the rights to stream 10 Thursday night NFL games for the coming season. […]
Android’s success shows up Google’s deficiencies. Android has surpassed Windows as the No.1 platform for accessing the Internet globally, highlighting just how bad Google is at monetising Android as it remains only a small percentage of total revenues. I think that this could be a growth opportunity if Google can fix the many problems that exist […]
Bezels break the box but Bixby stays inside. While Samsung is bursting out of the box in pushing the limits of screen real estate, its voyage into the increasingly crucial user experience shows that it remains boxed in by smarter and better alternatives. Samsung finally launched the Samsung Galaxy s8 / s8+ whose main features include: […]
Facebook will be hit much harder than Google. Although it is Google that is taking most of the heat in the current boycott of its digital display advertising, it is Facebook that is likely to be hit hardest by this problem. A series of global firms have pulled their advertising from YouTube is response to finding […]
I think shareholders will see more value by being patient. Spotify is closing in on finally doing a deal with the record labels that I think will remove the last obstacle to the company going public. Spotify and three of the largest record labels have been dancing around each other for a significant period of time […]
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 […]
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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