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Communications  // Browsing posts in Communications

Dec 17 2013 Communications, Technology

T-Mobile Advancing in Wireless Carrier Competition: T, VZ Threatened

Research Question: How are consumers responding to the gradual erosion of the two-year contract model? Companies: S, T, TMUS, VZ By: Mason Rudy Click here to download the report (.pdf)   Summary of Survey Findings T-Mobile U.S. Inc.’s (TMUS) lower rates and better value packages are helping it to gain ground on incumbent wireless service leaders Verizon Communications […]


Data Center Space Still in Demand But Colo Model Being Challenged

Research Question: Are overbuilding and increased competition commoditizing the data center industry and challenging the premium price that carrier-neutral data centers can charge for their services? Companies: AMZN, CCOI, CONE, COR, CTL, DFT, DLR, EQIX, ETR:DB1, GOOG, IBM, INXN, LON:DAY, LON:TCY, LVLT, MSFT, QTS, RAX, T, TYO:9433/KDDIY, VZ, WIN By: David Franklin Click here to download the report (.pdf) […]


May 22 2013 Communications, Technology

BlackBerry 10 OS Too Little, Too Late

Research Question: Will the BlackBerry 10 operating system save Research In Motion? By: Susan Jennings Kantari Companies: AAPL, BBRY, GOOG, MSFT Click here to download the report (.pdf)   Summary of Findings Research In Motion Ltd.’s (BBRY) BlackBerry 10 operating system, or BB10, will enable the company to maintain its current enterprise user base, but regaining consumer market […]


Millennial Media Lacks a Multiscreen Solution to Fend Off Larger Competitors

Research Question: Will Millennial Media continue to grow its market share in mobile advertising, or fall victim to increasing competition from larger industry players? By: David Franklin Companies: AAPL, AMZN, AOL, FB, GOOG, LNKD, MM, MSFT, P, RLOC, YHOO Click here to download the report (.pdf)   Summary of Findings Eight app developers and industry specialists were negative […]


PLCM’s Portfolio to Grow with Large Users, but Small Users Are Cautious

Research Question: Will an improved portfolio offering and a unique software solution lead to sales gains for Polycom in 2013? By: Reverdy Johnson Companies: AVSR, CSCO, GOOG, HKG:0763, LOGI, MSFT, PLCM, RVBD, SHOR Click here to download the report (.pdf)   Summary of Findings Ten of 11 equipment vendors and large corporate end users in the U.S. and […]


Pricing Stable, Demand Increasing for Carrier-Neutral Data Centers

Research Question: How will current pricing, capacity and competitive trends affect Equinix, Telecity and Interxion in 2013? By: David Franklin Companies: CBG, COR, CTL, DFT, DLR, EQIX, INXN, JLL, LON:TCY, LVLT, TYO:9433 Click here to download the report (.pdf)   Summary of Findings Pricing, capacity and competitive trends will favor Equinix Inc. (EQIX) and Interxion Holding NV (INXN) […]


No Spending Cliff for Advertising, Only Muted Growth in 2013

Research Question: Will the scatter and spot TV advertising markets see post-election spending in the fourth quarter? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, JRN, LAMR, LNKD, MSFT, MNI, NFLX,  NWS, NYT, P, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings The scatter […]


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 […]