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VZ  // Posts tagged as "VZ"

Google Wallet Raises Awareness, Competition Swells for PayPal (PYPL)

Research Question: How will Google’s recent Wallet launch affect eBay’s PayPal? Which companies will benefit from the launch, and which companies will lose? By: David Franklin Companies: AAPL, AMZN, AXP, BAC, DFS, EBAY, ETR:DTE, GOOG, HEL:NOK1N/NOK, INTU, JPM, LON:VOD/VOD, MA, NBO:SCOM, NXPI, PAY, PSE:GLO, S, T, V, VZ, WFC Click here to download the report (.pdf)   Summary […]

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Cracks Seen in BlackBerry’s Corporate America Business (BBRY)

Research Question: Will Research In Motion’s sales increase at various U.S. carriers? If so, when? By: Susan Jennings Kantari Companies: AAPL, EPA:ALU/ALU, GOOG, S, SEO:005930, SHE:000063, T, TPE:2498, TSE:RIM/RIMM, VZ Click here to download the report (.pdf)   Summary of Findings Research In Motion Ltd.’s (TSE:RIM/RIMM) BlackBerry device is not growing in the business world as corporate IT […]

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Tablet Screen Brands Inimitable, Qualcomm Advances with Chips (QCOM)

Research Question: Which tablet components can and cannot be commoditized? By: Reverdy Johnson Companies: AAPL, AMD, AMZN, ATML, BKS, BRCM, CY, ETR:IFXA, GLW, GOOG, HPQ, INTC, LON:ARM/ARMH, LON:VOD/VOD, MMI, MSFT, MXIM, NVDA, QCOM, S, SEO:005930, SHE:000063, SLAB, STO:ERICB/ERIC, TPE:2409/AUO, TPE:2498, TSE:RIM/RIMM, TXN, TYO:5201, TYO:6502, TYO:6753, VZ Click here to download the report (.pdf)   Summary of Findings Touch […]

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PayPal a Mobile Payment Leader But Competition Is Fierce (PYPL)

Research Question: Can PayPal navigate increased competition from near field communication and mobile payment solutions in order to remain an alternative payment leader? By: David Franklin Companies: AAPL, AMZN, ATT, AXP, BIT:NOK1V/NOK, C, DTE, EBAY, GOOG, MA, PAY, SEO:005930, TSE:RIM/RIMM, V, VZ Click here to download the report (.pdf)   Summary of Findings eBay Inc.’s (EBAY) PayPal will […]

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Alcatel’s Optical Switching a Growth Area in Network Build (ALU)

Research Question: Where does Alcatel-Lucent stand with regard to the optical build to solve current mobile phone and Internet congestion issues? By: Reverdy Johnson Companies: ADTN, ALU, CLWR, CSCO, ERIC, ETR:SIE/SI, GLW, GOOG, HEL:NOK1V/NOK, JNPR, IBM, LVLT, PCS, Q, QCOM, S, SEO:005930, T, TYO:5802, TYO:6702, VZ Click here to download the report (.pdf)   Summary of Findings Alcatel’s […]

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Cable Companies Creating Promising OTT Solutions, CDNs Commoditized

Over-the-Top Conference Report By: Reverdy Johnson & Adam Lesser Companies: AAPL, AMZN, AKAM, CMCSA, CNK, CSCO, DISH, DTV, GME, GOOG, LLNW, MSFT, MSI, NFLX, RGC, ROVI, TIVO, TWC, TWX, VZ Click here to download the report (.pdf)   Summary of Findings Sources who discussed over-the-top (OTT) TV trends said cable “cord cutting” is not happening with any significance […]

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OTT More a Supplement Than a Replacement for Cable

Research Question: Are customers “cutting the cord” or just adding over-the-top (OTT) viewing options, and how are content providers and cable/satellite services reacting? By: Reverdy Johnson Companies: AMZN, ASX:NWS/NWSA, CBS, CMCSA, CVC, DIS, DTV, GE, GOOG, NFLX, S, T, TIVO, TWC, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Cord cutting is […]

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