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VZ  // Posts tagged as "VZ"

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 […]

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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 […]

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Mar 15 2012 Media & Print, Technology

Cord Cutting Still Minor, MSOs Push Content Across Platforms to Combat OTT (CMCSA, NFLX)

Research Question: How are declining ratings in children’s TV viewership related to cord cutting and overall trends in OTT viewing? By: Reverdy Johnson Companies: AAPL, AMZN, CMCSA, CSTR, DIS, DISCA, DISH, DTV, GOOG, INTC, NFLX, NLSN, NWSA, RENT, SCOR, SNI, TWC, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Cord-cutting levels remain […]

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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 […]

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Sirius XM-Equipped Cars More Common, Subscriptions Static (SIRI)

Research Question: How are orders for Sirius XM Radio at car dealerships, and is the company in a growth or declining position? By:  Ryan Duck Companies: AAPL, AMZN, GM, P, SIRI, TYO:7203/TM, VZ Click here to download the report (.pdf)   Summary of Findings Five of nine dealership sources said Sirius XM’s market share is stagnant or declining. […]

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App Developers Cautiously Optimistic about Microsoft’s Windows 8 (MSFT)

Research Question: Will Windows 8 have a significant effect on the mobile device market and, if so, how quickly? By: David Franklin Companies: AAPL, AMD, BIT:NOK1V/NOK, ETR:DTE, GOOG, INTC, LON:ARM/ARMH, MNI, MSFT, T, TPE:2353, TPE:2357, TPE:2498, TSE:RIM/RIMM, TYO:6502, VZ Click here to download the report (.pdf)   Summary of Findings Six of nine app developers are optimistic about […]

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Consolidation, Virtualization Higher Priority Than Move to Cloud

Research Question: How much of the crop of data centers will be outsourced over time, and what is the timing of this trend? By: Reverdy Johnson & Adam Lesser Companies: AMZN, CRM, EQIX, GOOG, INTC, MSFT, RAX, VZ Click here to download the report (.pdf)   Summary of Findings Data center consolidation and virtualization are higher priorities […]

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CDN Demand Growing, Providers Struggle to Raise Margins

Research Question: Where will CDN growth come from now that data transit has been commoditized, and which service provider is best positioned to gain market share? By: David Franklin Companies: AAPL, ADBE, AKAM, AMZN, ASX:TLS, CMCSA, CSCO, EPA:ALU/ALU, GOOG, IBM, LLNW, LVLT, MSFT, TWX, VZ Click here to download the report (.pdf)   Summary of Findings The commoditization […]

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Developers Have Little Interest in Apps for Nokia, Microsoft Platform (MSFT, NOK)

Research Question: Will developers build apps for the Nokia/Microsoft platform? By: Reverdy Johnson Companies: AAPL, DELL, GOOG, HEL:NOK1V/NOK, HPQ, MMI, MSFT, S, T, TSE:RIMM/RIMM, VZ Click here to download the report (.pdf)   Summary of Findings Eleven of 14 developer sources were not interested in creating apps for Nokia Corp.’s (HEL:NOK1V/NOK) smartphones using Microsoft Corp.’s (MSFT) Windows […]

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Comcast to Benefit from OTT Growth, Netflix Still a Leader (CMCSA, NFLX)

Research Question: As the evolution toward OTT content continues, who will be the winners and losers among traditional MSOs, OTT content providers and content creators? By: David Franklin, Adam Lesser  and Carolyn Marshall Companies: AAPL, AMZN, ASCMA, BBY, CBS, CBS, CMCSA, CNK, DIS, DTVM GOOG, LINTA, NFLX, NWSA, RGC, ROVI, T, TWX, VZ, WMT Click here to download the […]

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