Sprint: Even Fewer Dropped Calls, Callers
Good thing Sprint expects to lose fewer customers this quarter. Because if the company continues to lose them at its former rate–well, things are going to get even uglier. Reporting a wider...
View ArticleBig Red in the Red
Reporting fourth-quarter earnings this morning, Verizon posted revenue that jumped 9.9 percent to $27.09 billion and said it added 2.2 million mobile subscribers. Yet the company reported a loss of...
View ArticleVerizon iPad and iPhone: No Map for That–Yet
One of the big surprises to come out of Wednesday’s iPad unveiling was news that the 3G version of the device will, at least initially, only be available with AT&T (T) in the U.S. That was an...
View ArticleiPad Expectations "Over-Zealous" or Just Zealous?
The iPad’s debut this Saturday will be a milestone for Apple, but it’s not going to do much to change the company’s overall financial picture anytime soon. That’s the word from Bernstein analyst Toni...
View ArticleMunster: Apple Is Selling Every iPad It Can Build
With Apple no longer promising delivery of new Wi-Fi-only iPad orders on April 3 and its retail stores calling customers to confirm iPad pickup reservations, some analysts are beginning to think that...
View ArticleApple Selling More iPads Than Macs
Here’s a stunner of a data point: Apple is selling more than 200,000 iPads per week. Which means, according to RBC Capital Markets analyst Mike Abramsky, that sales of the company’s new device have...
View ArticleApple Selling .434 iPads Per Second
Some more iPad trumpet-blowing from Apple: The company sold three million iPads as of Monday–80 days after the U.S. launch. That’s approximately 37,500 iPads a day–1,562 per hour, 26 per minute and...
View ArticleBlackBerry's Grip Slips as Enterprises Loosen Up
Research in Motion’s strength has long been in the enterprise market, which favors the BlackBerry for its robust security and data-management features. But that may be changing, according to some...
View ArticleIPad's Debut on Verizon Feels Like an Opening Act
This morning’s announcement that Verizon Wireless will carry Apple’s iPad is about as close as you’re going to get to a confirmation of a CDMA iPhone that will work on Verizon’s network before the...
View ArticleAT&T Activates Record 5.2 million iPhones, Forgets to Add Device to "Mobile...
Good thing AT&T Wireless CEO Ralph de la Vega is so certain the end of the carrier’s iPhone exclusivity deal doesn’t portend a mass subscriber exodus, otherwise you might look at AT&T’s latest...
View ArticleCable Rewards Cord Non-Cutters With a Bigger Bill
Even if cord-cutting is real, very few of you are actually going to do it. Your reward from the cable guys? A bigger bill in 2011. That’s because the cable guys always raise their prices, year after...
View ArticleNokia: Big and Slow
Nokia faces some very significant challenges. The game has changed from a battle of devices to a war of ecosystems and competitive ecosystems are gaining momentum and share. The emergence of...
View ArticleSprint Now Gaining Subscribers Instead of Losing Them
Good news for long-suffering Sprint Nextel investors: Customer retention has finally improved to the point where the carrier is able to report actual gains in postpaid subscribers, rather than losses....
View ArticleAnalyst: Cheaper iPhone Would Be a Bonanza for Apple
For Apple, a smaller, cheaper iPhone may be more than a means of entering the market for lower-end phones currently dominated by Android and Symbian–it could be the final step in the company’s global...
View ArticleRich Fanboi, Poor Fanboi–Apple Mulls Upside of Going Down-Market
Apple doesn’t have a smaller iPhone in its product pipeline, but it may well have a cheaper one. Certainly that seems to be COO Tim Cook’s implication in an interview with Bernstein Research analyst...
View ArticleApple's Area 51: The Truth Is Out There
Scheduled to go live sometime this spring, Apple’s 505,000-square-foot North Carolina data center is, according to COO Tim Cook, intended to support iTunes and MobileMe. But we don’t yet know in what...
View ArticleBernstein Argues ATT-T-Mobile May Lead to Higher Prices, But Says That's Not...
Most of those opposing AT&T’s proposed $39 billion purchase of T-Mobile argue that it will hurt competition and lead to higher prices for consumers, while those favoring the deal maintain that...
View ArticleTime Not On Nokia's Side
Nokia faces some very significant challenges. The game has changed from a battle of devices to a war of ecosystems, and competitive ecosystems are gaining momentum and share. The emergence of...
View ArticleRIM Downgraded From "Can't Get Worse" to "Worse"
Remember a few weeks back when Bernstein & Co.’s Pierre Ferragu said things couldn’t get any worse for Research In Motion? He’s changed his mind. Evidently the ugly financials the company reported...
View ArticleNokia: If Windows Phone Doesn't Work Out, There's Always the Rubber Boot Option
After Nokia’s horrendous second quarter earnings — with their sharp sequential declines in smartphone and mobile phone shipments, does the company still have a shot at regaining its competitive edge?...
View ArticleNokia's Lumia: New Dawn or Dawn of the Dead?
“It’s a new dawn for Nokia,” CEO Stephen Elop said, following the launch of the new Lumia Windows Phone line earlier this week. And to look at the devices, with their solid guts and sleek design, it’s...
View ArticleBombs Away! Web Ads Miss Their Target, All the Time.
Everyone knows that half of all advertising dollars are wasted. And everyone knows that the Internet fixes that, because digital advertisers can spend money getting their messages to the people they...
View ArticleWall Street to the TV Guys: Please Bail on Broadcast for Cable!
Pres Panayotov / Shutterstock.com Is News Corp. really going to yank Fox off the airwaves in response to Aereo? Snap consensus judgement from the various corners of the TV Industrial Complex: No way....
View ArticleHow Hard Will Weak PC Sales Hit Intel?
The reports by market research firms Gartner and IDC earlier this week showing what appears to have been one of the worst year-on-year contractions in the personal computer market since records have...
View ArticleGet Ready for More Tech Acquisitions This Year, Just Not Big Ones
Large tech companies with cash on their balance sheets may be getting ready to make some acquisitions in the coming 12 months, but don’t expect really big deals in the $4 billion or larger range....
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