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Communications  // Browsing posts in Communications

Dec 06 2012 Communications, Technology

Nokia’s W8 Phone Catches More Consumers’ Attention, Needs More Apps

Research Question: Will Nokia’s new Windows 8 Phones be this holiday season’s surprise winners in smartphone sales? By: Susan Jennings Companies: AAPL, GOOG, MSFT, NOK, RIMM Click here to download the report (.pdf)   Summary of Findings Nokia Corp.’s (NOK) Lumia 920 is the most praised Windows phone to date, prompting some pro-Android (Google Inc./GOOG) and iOS (Apple […]


Aug 31 2012 Communications, Technology

Nokia’s Growth from Lumia Windows 8 Phone Will Be Slow, Threatened

Research Question: Will the Lumia Windows Phone 8 spark sales growth for Nokia? By: Susan Jennings Kantari Companies: AAPL, GOOG, KS:005930, MSFT, MSI, NOK, RSH, S, T, TPE:2498, TSE:RIM/RIMM, VMED, VZ Click here to download the report (.pdf)   Summary of Findings The newest Lumia smartphone will create slow growth rather than a real sales spark for Nokia […]


Riverbed Can Cross-Sell New, Core Products for Growth Opportunities

Research Question: Is Riverbed struggling to grow within its core and new product lines? By: Reverdy Johnson Companies: AMZN, BCSI, BRCD, CSCO, CTXS, EMC, ETR:SAP/SAP, EXTR, FFIV, HPQ, IBM, JNPR, ORCL, RDWR, RVBD, VMW Click here to download the report (.pdf) Summary of Findings Ten of 16 sources said Steelhead, Riverbed Technology Inc.’s (RVBD) core product family, has […]


Cisco Effectively Manages Pricing Pressure in the Switch Market

Research Question: Is Cisco’s enterprise switch business succumbing to competitive pricing pressure? By: David Franklin Companies: BRCD, CSCO, DELL, EPA:ALU/ALU, EXTR, FFV, HPQ, IBM, JNPR, MLNX, NTGR, PANW, RVBD, TPE:2332, VMW Click here to download the report (.pdf) Summary of Findings Seventeen of 23 sources said pricing pressures have continued in the small to midsize business (SMBs) and […]


Jun 15 2012 Communications

Cable and Syndication Benefit in 2012–2013 Upfront Season (CBS, CMCSA, TWX)

Research Question: Will weakness in major categories, such as auto, movies and wireless, push networks to go for volume over price in the 2012–2013 upfront season? By:  Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, GM, NLSN, NWS, SCOR, SNI, TWX, VIA Click here to download the report (.pdf)   Summary of Findings Total upfront spending has been […]


NetGear’s Cable Modem Issues Won’t Hurt Sales, Other MSOs (NTGR)

Research Question: Will NetGear’s cable modem issues extend beyond Comcast and Time Warner Cable during this year’s IPv6 rollout? By: David Franklin Companies: ARRS, CHTR, CMCSA, CSCO, MSI, NTGR, TPE:2332, TWC, VZ Click here to download the report (.pdf)   Summary of Findings NetGear Inc.’s (NTGR) CMD31T cable modem IPv6 issues in California are not serious and […]


Lumia 900 to Help Secure Third Place for Nokia and Microsoft (NOK, MSFT)

Research Question: Will the Lumia 900 be a breakout for the Nokia/Windows partnership and capture some of the smartphone market from the Apple and Android operating systems? By:  Reverdy Johnson Companies: AAPL, AMD, FRA:DTE, GOOG, INTC, KS:005930, MNI, MSFT, NOK, QCOM, S, T, TPE:2498, TSE:RIM/RIMM, VZ Click here to download the report (.pdf) Summary of Findings Sales […]


Apr 17 2012 Communications, Technology

Polycom Struggles to Remain Relevant in Changing Market (PLCM)

Research Question: How are increased competition and lower-cost alternatives affecting Polycom’s growth and market share? By:  Reverdy Johnson Companies: AAPL, CLRO, CSCO, CTXS, GOOG, LOGI, MSFT, PLCM, RVSN, SHOR Click here to download the report (.pdf)   Summary of Findings All 18 U.S. sources said Polycom Inc. (PLCM) is struggling to keep up with the changing video […]


Mobile Health Market Young, Fragmented

Research Questions: Which companies are leading the expansion of the mobile health movement, and when will mHealth applications become widely adopted? By:  David Franklin Companies: EPA:FTE/FTE, EPOC, LON:VOD/VOD, MRK, OTC:AUGT, PFE, QCOM, S, T, VZ Click here to download the report (.pdf)   Summary of Findings The mobile health (mHealth) industry is being led by well-known telecom carriers […]


Mobile World Congress, PayPal One of Many M-commerce Players (PYPL)

Research Question: Is a PayPal account a standard option in mobile payment applications, and what are the chances for widespread adoption of PayPal’s mobile payment solutions? By:  David Franklin Companies: AAPL, AMZN, AXP, EBAY, EPA:ING, ETR:SAP, GOOG, HBC, LON:BARC/BCS, LON:BGO, LON:MONI, LON:TDE/TEF, LON:VOD/VOD, MA, PAY, STD, V, WFC, WU Click here to download the report (.pdf)   Summary […]