April 29, 2008 Roundup

Analysts in the news for April 29:

• Juniper Research about ‘Local Search’ to become a Key Application for over 30% of mobile phone users by 2013
• Thomas Husson at JupiterResearch about DVB-T just in time for EURO 2008
• Hwai Lin Khor at ABI Research about TD-SCDMA IC design house Commit leaving the TD-SCDMA game; what lies ahead?
• BMO Capital’s Keith Bachman via Barron’s Online Tech Trader Daily about Apple's FY Q2 Margins: Hurt By Lack of NAND Purchases?
• Ben Wood at CCS Insight via RCR Wireless News about iPhone invades Canada

April 28, 2008 Roundup

Analysts in the news for April 28:

• Thomas Husson at JupiterResearch about Swedish dongles - part 2
• Ian Fogg at JupiterResearch about New Skype Mobile App
• Ben Wood at CCS Insight about Nokia’s Numbering Doesn’t Add Up
• Dean Bubley at Disruptive Analysis about IMS Rich Communications Suite - Necessary but not sufficient?
• Dean Bubley at Disruptive Analysis about More thoughts on green issues & cellular CO2. But will femtos help?
• S&P telecom analyst Todd Rosenbluth and Craig Moffett at Bernstein Research via Barron’s Online Tech Trader Daily about Verizon Climbs; Q1 Nearly In Line; Strong Wireless, FiOS
• Needham & Co. analyst Charlie Wolf and IDC analyst Chris Hazelton via E-Commerce Times about 3G BlackBerry for AT&T May Take Longer to Ripen

April 25, 2008 Roundup

Analysts in the news for April 25:

• Neil Mawston at Strategy Analytics via BusinessWeek about Nokia Starts Listening
• Julie Ask at JupiterResearch about Wireless - Why am I paying to sign up? But they pay me to take the phone ...
• Thomas Husson at JupiterResearch about Swedish dongles
• Thomas Husson at JupiterResearch about 100,000 subscribers for Blyk
• Thomas Husson at JupiterResearch about DVB-H to be launched in Switzerland and Austria
• Bena Roberts at BKI Media about Mobile Search
• Ben Wood at CCS Insight about Apple Must Rethink iPhone Strategy in Europe Now
• Ben Wood at CCS Insight about A Tank of Unleaded and a Dongle Phone, Please
• Ramon T. Llamas and Ryan Reith at IDC about Worldwide Mobile Phone Market Grows 14.3% Amid Economic Jitters
• Lewis Ward at IDC via CIO Today about Microsoft's Tellme Releases Mobile Voice Searching for Local Info
• Mark Sue at RBC Capital, John Jackson at Yankee Group and Roger Entner at IAG Research via USATODAY.com about Motorola plots its comeback as cellphone icon

April 23, 2008 Roundup

Analysts in the news for April 23:

• Julie Ask at JupiterResearch about My Growing Addiction to Text Alerts
• Julie Ask at JupiterResearch about Mobile Marketing Well Done - Coke Zero & Euro2008
• Julie Ask at JupiterResearch about Anti-HotSpot Campaigns
• Juniper Research about Retailers to Send up to 3 billion ‘Mobile Coupons’ to Phone Users by 2011
• Carolina Milanesi at Gartner and Pete Cunningham at Canalys via International Herald Tribune about What awaits the iPhone in Europe?
• Gartner analyst Carolina Milanesi via IDG News Service about Sony Ericsson takes a profit hit, launches phones
• Carolina Milanesi at Gartner via Forbes.com about Paris Honeymoon Could Be Over For Apple
• Nomura analyst Richard Windsor via Dow Jones about Sony Ericsson 1Q Net Profit Down 48%; Market Share Dips
• Charter Equity Research analyst Ed Snyder and Global Crown Capital analyst Pablo Perez-Fernandez via Reuters about Qualcomm profit up, 2008 view disappoints some
• Yankee Group analyst Declan Lonergan and Ben Wood at CCS Insight via Telegraph about Blyk hits target as young snap up free mobiles

April 22, 2008 Roundup

Analysts in the news for April 22:

• In-Stat about Fragmentation of Mobile TV Broadcasting Here to Stay
• Mark Mulligan at JupiterResearch about Comes With SonyBMG
• Dean Bubley at Disruptive Analysis about What's in a number? Is 3 billion irrelevant?
• Dean Bubley at Disruptive Analysis about It's all going Green in wireless
• Carrie MacGillivray at IDC and Jack Gold at J. Gold Associates via Data Monitor about RIM Tailors BlackBerry Service For SMBs
• Carolina Milanesi at Gartner via Dow Jones about Nokia Signs Sony BMG To Its Comes With Music Offering
• Phillip Redman at Gartner via Bloomberg.com about IBM Develops Voice-Controlled Web Browser for Phones
• Piper Jaffray analyst T. Michael Walkley via Forbes.com about Qualcomm to report 2Q results
• J.P. Morgan analyst Paul Costera via Barron’s Online Tech Trader Daily about Garmin: J.P. Morgan Launches Coverage With Neutral
• American Technology Research analyst Shaw Wu via Barron’s Online Tech Trader Daily about Apple: AmTech Downgrades To Neutral On Valuation
• Forrester Research's Charles Golvin via USATODAY.com about Full-length shows, even movies, growing on cellular

April 21, 2008 Roundup

Analysts in the news for April 21:

• Dean Bubley at Disruptive Analysis about iPhone + fring = winner
• Phil Redman at Gartner via FierceWireless about Is there much value in competitive PTT offerings?
• Rob Enderle at the Enderle Group via TechNewsWorld about The Secret Global War to Beat Apple
• Rob Enderle at the Enderle Group via RCR Wireless News about Intel’s MIDs use Linux to go after GPS systems first and iPhone next

April 18, 2008 Roundup

Analysts in the news for April 18:

• Thomas Husson at JupiterResearch about Are you smoking? No, just making a phone call
• Dean Bubley at Disruptive Analysis about Device multiplicity is driving ARPU, not mobile web
• Andreas Constantinou at VisionMobile about Watchlist: The 100 million club
• Philippe Winthrop at The Aberdeen Group about Does Dvorak Get Enterprise Mobility?
• Michael King at Gartner and Mark McKechnie at American Technology Research via San Diego Union Tribune about Verizon offers live TV locally for cell phones
• Goldman Sachs analyst David Bailey via Barron’s Online Tech Trader Daily about Apple: Goldman Ups Target, Ests On Better Mix, Margins
• Caris & Co.’s Shebly Seyrafi via Barron’s Online Tech Trader Daily about Apple: Caris Ups Ests, Sees FY Q2 Results Beating Street
• Roger Entner at IAG Research via Computerworld about 5 companies to test mobile coupons at grocery chain

April 17, 2008 Roundup

Analysts in the news for April 17, 2008:

• Mark Mulligan at JupiterResearch about How Much is a Comes With Music Device Really Worth?
• Thomas Husson at JupiterResearch about Orange & Telia Sonera?
• Ian Fogg at JupiterResearch about Fring VoIP on iPhone First Take
• Dean Bubley at Disruptive Analysis about Mobile VoIP - nobody's a pure play
• Dean Bubley at Disruptive Analysis about Vendors bidding for spectrum - now Qualcomm looking at the UK
• Dean Bubley at Disruptive Analysis about Convergence confusion
• Daniel Taylor at Yankee Group about Why Stop At Three Screens?
• Richard Windsor at Nomura Securities Jack Gold at J. Gold Associates via Unstrung about Nokia: High-End Hurt
• Richard Windsor at Nomura Flora Wu at BDA and Shiv K. Bakhshi at IDC via BusinessWeek about The iPhone in Europe: Lost in Translation
• Charter Equity Research analyst Ed Snyder via Fortune about Nokia's results fail to dazzle
• Gartner analyst Tole Hart via WSJ.com about Wireless Firms Aim to Connect In Push-to-Talk
• Juniper Research about forecast for over 800 million consumers to use mobile banking services by 2011, but cautions that key hurdles are yet to be overcome

April 15, 2008 Roundup

Analysts in the news for April 15, 2008:

• Paul Goode at M:Metrics about FOR BRANDS, THE WAY TO A MAN'S HEART IS THROUGH HIS MOBILE PHONE
• David Card at JupiterResearch about For Pete's Sake, Don't Base (Mobile) Forecasts on User Attitudes Toward Advertising
• Philippe Winthrop at The Aberdeen Group about Good Times in Enterprise Mobility
• Charles Golvin at Forrester Research and Gartner analyst Mike McGuire via Los Angeles Times about Video a coming attraction for cellphone-toting masses
• Sonal Gandhi and Neal Strother at JupiterResearch via Inc.com about getting Your Business Ready For Mobile 2.0
• David Kerr at Strategy Analytics via BusinessWeek about Bypassing Carriers for Mobile Content

April 14, 2008 Roundup

Analysts in the news for April 14:

• Ross Rubin at NPD Group via Engadget about Switched On: Slacker in your slacks (Part 2)
• Dean Bubley at Disruptive Analysis about At last, a data-only tariff plan for handsets in the UK
• Thomas Husson at JupiterResearch about Grapevine
• Andreas Constantinou at VisionMobile about Making money on the last mile: Introducing Channel ARPU
• Robert Caunt at CCS Insight about N810 Internet Tablet Shows Nokia at Its Best and Worst
• Carl Howe at Yankee Group about Changing the world, one mobile phone at a time
• Peter Kim at Forrester about US Mobile Marketing: Easier Done Than Said
• Ross Rubin at NPD Group via RCR Wireless News about At AT&T, a richer retail experience comes to the Surface
• RBC Capital’s Mark Sue via Barron’s Online Tech Trader Daily about Motorola: RBC Cuts Target - "Cheap, But No Bargain"
• Ben Wood at CSS Insight, Neil Mawston at Strategy Analytics, Richard Windsor at Nomura International and Carolina Milanesi at Gartner via Dow Jones about Software Could Trip Up Nokia's iPhone Rival, Analysts Say
• Oppenheimer analyst Yair Reiner via Barron’s Online Tech Trader Daily about Garmin Slides As Oppenheimer Downgrades, Chops Ests
• Roger Entner at IAG Research via CNET News.com about T-Mobile betting on 3G to close on high-speed competitors

April 10, 2008 Roundup

Analysts in the news for April 10:

• Dean Bubley at Disruptive Analysis about Is m-commerce about to kill the retail industry?
• Carl Howe at Yankee Group about Laptop-less in Las Vegas
• Ed Snyder at Charter Equity Research via chicagotribune.com about Telecom vet elected Motorola chairman
• Charter Equity Research analyst Ed Snyder via Barron’s Online Tech Trader Daily about Motorola: What If They Just Shut The Handset Unit Down?
• Peter Kim at Forrester Research via Media Week about Sprint, CW Mobilize Supergirl for Mobisodes

April 9, 2008 Roundup

Analysts in the news for April 9:

• Ben Wood at CCS Insight and Richard Robinson at iSuppli via BusinessWeek about TomTom and Garmin Lose Their Way
• Thomas Husson at JupiterResearch about "Smart" pipes, "big fat" pipes & Citizen Kane
• Philip Solis at ABI Research about Service Providers - Provision Your Networks Correctly
• Philippe Winthrop at The Aberdeen Group about I survived CTIA
• Michael Gartenberg at JupiterResearch and Ken Dulaney at Gartner via Computerworld about iPhone 2.0 beta gets hands-on test at major financial firm
• André Malm at Berg Insight about More than 100 million users of mobile LBS in Europe by 2012
• Needham’s Charlie Wolf via Barron’s Online Tech Trader Daily about Research In Motion: Needham Launches With Hold Rating; Sees Consumer Blackberry Growth Slowed By iPhone
• Needham’s Charlie Wolf and Nomura’s Andrew Beswick via Barron’s Online Tech Trader Daily about Palm "May Not Be Long For This World," Nomura Says; Needham Launches Coverage With Under Perform Rating

April 8, 2008 Roundup

Analysts in the news for April 8:

• Greg Sheppard at iSuppli about iPhone Users Talk Less, but Surf and Listen More
• Joe McGarvey at Current Analysis via Telephony Online about IMS: A pregnant pause
• Standard & Poor’s analyst Clara Van Der Elt via Barron’s Online Tech Trader Daily about Nokia: S&P Ups Rating To Buy From Sell
• Craig Berger, of Friedman, Billings Ramsey via Barron’s Online Tech Trader Daily about Apple: The 3G iPhone Teardown, Version 0.9
• Morgan Keegan analyst Tavis McCourt via Barron’s Online Tech Trader Daily about Apple: Morgan Keegan Cuts Rating To Underperform; Sees Slowdown in iPods and Macs on Macro Weakness
• ING analyst Marcel Achterberg and Keijser Capital analyst Nico van Geest via Reuters about TomTom cuts outlook, shares drop after rare stumble
• Roger Entner at IAG Research via New York Times about Motorola and Icahn Reach Compromise on Directors

April 7, 2008 Roundup

Analysts in the news for April 7:

• Tom Byrd at CCS Insight about Sports Devices: Another Area of Convergence
• Paul Goode at M:Metrics and Dr. Windsor Holden at Juniper Research via Unstrung about Nokia N-Gages With Mobile Games
• Rob Enderle at Enderle Group via sacbee.com about AT&T to expand local coverage area for top wireless service
• Shiv Bakhshi at IDC, Bill Hughes at In-Stat and Ken Dulaney at Gartner via San Jose Mercury NewsCalling the future: Cell phone pioneer sees another revolution
• Richard Perk at Mintel and Sam Hart at Charles Stanley via BusinessWeek about Carphone Warehouse: Coming to the U.S.

Will the IPhone Drive iPorn?

When I first started Mobile Analyst Watch in the Summer of 2005, there was a lot of industry hype about the potential for mobile content and it seemed like everyone and their mother was testing different delivery models.

One area getting a big rise out of the industry and media was mobile porn. Over the years, analysts have readily added their $0.02 on the potential of watching the humping and pumping on the small screen here, here, here, here, here and here.

My question is why has all the industry prognostication and forecasts dried up now given that the iPhone (and iTouch) seem to be perfectly suited for adult content on the go with their large displays, generous amounts of storage and Wi-Fi connectivity?

There has been a lot of talk about how the iPhone has been a market driver for mobile browsing, but are customers using their carrier's EDGE networks or Wi-Fi more to get on the Net? I haven't seen any breakdowns but my bet is with Wi-Fi.

So is the market potential for mobile adult content improved with the iPhone, iTouch and other similar devices or will mobile porn just end up being a subset of the overall Internet porn market?

April 4, 2008 Roundup

Analysts in the news for April 4:

• Paul Goode at M:Metrics about 3G DOES MATTER: M:METRICS FINDS HIGHER SPEED MOBILE NETWORKS DRIVE CONTENT CONSUMPTION
• Shaw Wu at American Technology Research and Charles Wolf at Needham & Co. via BusinessWeek About That iPhone Shortage
• Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: German iPhone Glut? T-Mobile Cuts 8 GB iPhone Prices Up To 75%; Some U.S. Apple Stores Restocked
• Ben Wood at CCS Insight via New York Times about iPhone Price, With Plan, Cut to $155 in Germany

April 3, 2008 Roundup

Analysts in the news for April 3:

• Patti Freeman Evans at JupiterResearch about Amazon Brings Text to Buy
• Ian Fogg at JupiterResearch about Brand Madness
• Dean Bubley at Disruptive Analysis about Mobile context firewalls - aggregated mobile membership clubs??
• Dean Bubley at Disruptive Analysis about Post #500... so what's changed in 2.5 years?
• Nadine Manjaro at ABI Research about CTIA News
• Geoff Blaber at CCS Insight about Nokia’s New Entry-Level Phones Look Beyond First-Time Buyers
• Carl Howe at Yankee Group about Separating the Anywhere Employee from the Anywhere Consumer
• Philippe Winthrop at The Aberdeen Group about FMC: The Next “Killer App” For Mobility?
• Stephanie Ethier at In-Stat about Steady Growth Expected for Portable Consumer Electronics
• Forrester Research analyst Charles Golvin via AP about Cell Boosters Coming for the Home
• Jeremy Green at Ovum via IT Week about Windows Mobile gets enterprise-class upgrades
• Ryan Reith at IDC via TechNewsWorld about Microsoft Gives Windows Mobile a Tune-Up
• Ross Rubin at NPD Group via RCR Wireless News about Unlimited calling plans cater to customers worth retaining
• Telecom industry analyst Jeff Kagan and Gartner analyst Ken Dulaney via E-Commerce Times about RIM Scoffs at "R" Word With Doubled Profit, Revenue
• Lewis Ward at IDC via San Diego Union-Tribune about Multimedia goes mobile at wireless convention
• RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Apple: RBC Says iPhone Shortage Reflects Strong Demand
• Chris Hazelton at IDC via CIO Today about China Mobile Eyes iPhone as Unlocked Market Blooms

April 1, 2008 Roundup

Analysts in the news for April 1:

• Michael Gartenberg at JupiterResearch about New Windows Mobile Kid on the Block
• Dean Bubley at Disruptive Analysis about Will too many frequency band choices delay LTE?
• Thomas Menguy at VisionMobile about UI Technologies are trendy…but let explain their concepts, and what they are really bringing.
• Bena Roberts at BKI Media about ChaCha Mobile Search drops the guides?
• Paolo Pescatore at CCS Insight about Sounds Like a Musical Year Ahead
• Paolo Pescatore at CCS Insight about More Ad-Funded Services On Their Way
• Emily Green at Yankee Group about Spotting the Anywhere Consumer
• Philippe Winthrop at The Aberdeen Group about My Enterprise Mobility Breakfast Omelette
• Craig Moffett at Sanford C. Bernstein & Co. and Charles Golvin at Forrester Research via BusinessWeek
• John Barrett at Parks Associates and Yankee Group analyst Mike Goodman via E-Commerce Times about Sony Pushes Old Movies to Cell Phone Screens
• Piper Jaffray analyst Gene Munster via Bloomberg.com about Apple's Stores Run Out of IPhones, Piper Jaffray Says
• Richard Windsor at Nomura International via Bloomberg.com about Videocon May Bid for Motorola's Mobile-Phone Business
• David Chamberlain at In-Stat and Avi Greengart at Current Analysis via msnbc.com about 4G cell phones: Don&'t hold your breath
• Canaccord Adams analyst Peter Misek and Nomura’s Richard Windsor via Barron’s Online Tech Trader Daily about Sprint Nextel's Last-Ditch Weapon about RIMM Rises; Earnings Wednesday; Canaccord Ups EPS Ests; But Nomura Advises Caution; What If They Miss?