July 31, 2008 Roundup

Analysts in the news for July 31:

• John Fletcher and Sharon Armbrust at SNL Kagan about Wireless Data Revenue To Increase At A 16% Annual Rate Over The Next Decade
• Julie Ask at JupiterResearch about T-Mobile Hits Market with New Services Targeted Towards Parents
• Thomas Husson at JupiterResearch about Declining prices for mobile banner ads
• Thomas Husson at JupiterResearch about EA/Gameloft mobile revenues
• Dean Bubley at Disruptive Analysis about Why the obsession with monthly billing for mobile services?
• Dean Bubley at Disruptive Analysis about Latency in mobile - more needs to be done
• Andreas Constantinou at VisionMobile about Announcing the Mobile Industry Atlas
• Ross Rubin at NPD Group about There are 2m Centros out there and they’re going online
• Joshua Martin at Yankee Group about Dude, You’re Getting a Dell DJ!
• Rick Doherty at Envisioneering Group and Rob Enderle at the Enderle Group via WSJ.com about Dell Tests Player to Renew iPod Battle
• Geoff Blaber and Ben Woods at CCS Insight, Caroline Milanesi at Gartner and Ed Snyder at Charter Equity Research via Times Online about Nokia fights for market share with 10% cuts
• Phillip Redman at Gartner, Craig Mathias at Farpoint Group and independent analyst Jeffrey Kagan via Computerworld about Motorola shows drop in mobile phone sales, recommits to mobile unit spin-off
• Pablo Perez-Fernandez at Global Crown Capital LLC, Michael Walkley at Piper Jaffray & Co., Raimundo Archibold at Kaufman Brothers LP and Morgan Keegan & Co. analyst Tavis McCourt via Bloomberg.com about Motorola May Be No. 4 in Phones After Losing to LG
• Yankee Group analyst Linda Barrabee via Los Angeles Times about Watch the X Games on your phone! Available on six handsets nationwide
• David Hallden at Cheuvreux and Ben Wood at CCS Insight via InformationWeek about Nokia Cuts Phone Prices, Pressuring Rivals

June 25, 2008 Roundup

Analysts in the news for June 25:

• Tuong Huy Nguyen, Jessica Ekholm and Madhusudan Gupta at Gartner about Worldwide Mobile Gaming Revenue to Surpass $4.5 Billion in 2008
• Stephanie Ethier at In-Stat about Personal Navigation Device Sales Beat Expectations
• Ian Chard at Juniper Research about Mobile web users to top 1.7bn by 2013, driven by New Web 2.0 collaborative business models
• Michael Gartenberg at JupiterResearch about T-Mobile @Home Changes the Landline Story - First Take
• Michael Gartenberg at JupiterResearch about Nokia Acquires Symbian, Sets it Free - First Take
• Ed Kountz at JupiterResearch about More Activity Around Mobile Payments
• Thomas Husson at JupiterResearch about Nokia to acquire Symbian
• Ian Fogg at JupiterResearch about Symbian OS Becomes Free
• Thomas Husson at JupiterResearch about Nokia to acquire Plazes
• Michael Gartenberg at JupiterResearch about Sprint Instinct - First Thoughts
• Dean Bubley at Disruptive Analysis about Less than 1% 3G traffic from smartphones
• Dean Bubley at Disruptive Analysis about HSDPA on the fringes of coverage
• Dean Bubley at Disruptive Analysis about Received party pays for mobile in Europe?
• Andreas Constantinou at VisionMobile about Nokia and Symbian to become one; royalty-free, open source roadmap
• Stuart Carlaw at ABI Research about Nokia to Acquire Symbian and Go Open
• Jérémie Bouchaud at iSuppli about The Birth of a Mobile-Handset Powerhouse
• Dr. Jagdish Rebello and Tina Teng at iSuppli about New iPhone Carries $173 BOM and Manufacturing Cost
• Geoff Blaber at CCS Insight about Nokia Squares Up to Software Rivals by Buying Symbian and Moving to Open Source
• Emily Green at Yankee Group about Anywhere Devices need a zero-based rethink
• Ross Rubin at NPD Group via Engadget about Switched On: The iPhone's iFunnel
• Ben Wood at CCS Insight via FT.com about Nokia relies on innovation to stay ahead of the pack
• Geoff Blaber at CCS Insight and Nomura Securities analyst Richard Windsor via BusinessWeek about Nokia Throws Open Mobile Software

May 5, 2008 Roundup

Analysts in the news for May 5:

• Andreas Constantinou at VisionMobile about Community dynamics in mobile open source
• Kitty Weldon at Current Analysis and Jack Gold at J. Gold Associates via SearchMobileComputing.com about BlackBerry gets native CRM application from SAP
• Charles Golvin at Forrester Research and Tole Hart at Gartner via Dow Jones about T-Mobile USA Begins Rollout Of 3G Network
• Shaw Wu at American Technology Research and RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Apple: AmTech Ups Rating To Buy, Reversing Recent Downgrade; RBC Raises Target, Sees 14M C'08 iPhones
• Ben Wood at CCS Insights, Rob Enderle at Enderle Group and Kevin Burden at ABI Research via RCR Wireless News about Apple’s international rollout

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

March 7, 2008 Roundup

Analysts in the news for March 7:

• Dean Bubley at Disruptive Analysis about The return of low power GSM
• Ross Rubin at NPD Group about What to do about portable navigation device theft
• Ross Rubin at NPD Group about T-Mobile allegedly wants to "get more" Sprint
• Ross Rubin at NPD Group about More iPhone application questions raised
• Gene Munster at Piper Jaffray and American Technology Group analyst Shaw Wu via Dow Jones about Tempered Optimism Greets Apple's iPhone Push
• John Girard and Ken Dulaney at Gartner via Computerworld about Security still a concern for business use of iPhone 2.0, analysts say
• Standard & Poor’s analyst Todd Rosenbluth via Barron’s Online Tech Trader Daily about Palm: S&P Upgrades Rating On Valuation
• Shaw Wu at American Technology Research, Gene Munster at Piper Jaffray, Mike Abramsky at RBC Capital, Chris Whitmore at Deutsche Bank, Richard Gardner at Citigroup and Pacific Crest’s Andy Hargreaves via Barron’s Online Tech Trader Daily about Apple: Analysts Bullish On iPhone Exchange Support; But May Struggle To Lure Big Companies From Blackberry
• Cowen’s Matthew Hoffman via Barron’s Online Tech Trader Daily about Motorola: Cowen Cuts Ests; Sees More Market Share Loss

February 13, 2008 Roundup

Analysts in the news for February 13:

• Ramon Llamas at IDC about Handheld Devices Sink 53.2% During Fourth Quarter But Protracted Decline Appears to Be Slowing
• Nate Elliott at JupiterResearch about Why 2008 Won't Be The Breakthrough Year for Mobile Advertising
• Thomas Husson at JupiterResearch about Best Mobile Entertainment Services - Mobile World Congress
• Dean Bubley at Disruptive Analysis about Quick thoughts from 3GSM
• Kevin Restivo at IDC and Mark Tauschek at Info-Tech Research Group via The Industry Standard about Why Microsoft became attracted to Danger
• Ken Dulaney at Gartner and Michelle Warren at Info-Tech Research Group via TheStar.com about Users unforgiving after latest BlackBerry crash
• Jack Gold at J.Gold Associates and Chris Ambrosio at Strategy Analytics via The Associated Press about BlackBerry Outage Caused by Upgrade
• Seamus McAteer at M:Metrics via The Globe and Mail about Back in action, RIM faces new threats
• Forrester analyst Charles Golvin via Top Tech News about Google's Android Stirs Mobile-Device Industry
• Gartner analyst Carolina Milanesi via Reuters about Nokia to add Google search on handsets
• Craig Berger at FBR Research, Richard Gardner at Citigroup, Tim Bajarin at Creative Strategies and Gene Munster at Piper Jaffray via CIO Today about Apple Expected to Offer 3G iPhone This Year
• Gartner analyst Phillip Redman, Morgan Keegan & Co. analyst Tavis McCourt, Barry Gilbert at Strategy Analytics and Richard Williams at Cross Research via Bloomberg.com about BlackBerry's Lead at Risk After North America Failure
• Shiv Bakhshi at IDC, John Hodulik at UBS and Tole Hart at Gartner via CNN/Money about T-Mobile Is No. 4, On A Roll
• Gene Munster at Piper Jaffray, Pacific Crest’s Andy Hargreaves and Shaw Wu at American Technology Research via Barron’s Online Tech Trader Daily about Apple: FY Q2 Should Get Boost From Component Price Cuts; Weak iPhones, Strong Macs; Air Worries
• Pali Research analyst Walter Piecyk via Barron’s Online Tech Trader Daily about Sprint Adds Activist Whitworth To Board; Pali Proposes Four Directors To Boot Out Of Office
• Richard Windsor at Nomura Securities via BusinessWeek about Who Will Control the Heart of Handsets?

January 17, 2008 Roundup

Analysts in the news for January 17:

• Jon Collins at Freeform Dynamics about Road testing the Palm Treo 500v « Total Immersion
• Julie Ask at JupiterResearch about Ordering Pizza on the Phone - What's the big deal?
• Ina Sebastian at JupiterResearch about Jiwire Points Out Ad-Supported Free Wi-Fi Option for iPhone Users
• Ina Sebastian at JupiterResearch about Apple Leverages Wi-Fi with Skyhook Wireless
• Michael Gartenberg at JupiterResearch about The Real Importance of iPhone Update 1.1.3
• Thomas Husson at JupiterResearch about T-Mobile, Yahoo! and mobile Internet ad euros
• Deutsche Bank analyst Brian Modoff via San Diego UNION-TRIBUNE about Qualcomm makes changes to some executive positions
• Neil Mawston and Chris Ambrosio at Strategy Analytics about How Will Mobile Phone Market Look in 10 Years?
• Stuart Robinson and Stephen Entwistle at Strategy Analytics about Adobe Flash Lite Gaining Meteoric Momentum in Worldwide Handsets
• Thomas Husson at JupiterResearch via Reuters about Yahoo, T-Mobile say sign mobile Internet ad deal

December 4, 2007 Roundup

Analysts in the news for December 4:

• Jill Meyers at In-Stat about Ranks of Young Cord Cutters Increasing Steadily
• Michael Gartenberg at JupiterResearch about Nokia "Comes With Music" - First Take
• Mark Mulligan at JupiterResearch about First Take: Nokia's 'Music With You'
• JupiterResearch analyst Michael Gartenberg via CIO-Today about T-Mobile Wins iPhone Battle in Germany
• Enskilda analyst Mats Nystrom and Nomura analyst Richard Windsor via Dow Jones about Nokia Shares Fall; Upgraded Margin Goal Deemed Conservative

November 13, 2007 Roundup

Analysts in the news for November 13:

• Bill Hughes at In-Stat about Size and Growth of Smartphone Market Will Exceed Laptop Market for Next Five Years
• Julie Ask at JupiterResearch about Mobile Browser In Need of a Companion (Again)
• Julie Ask at JupiterResearch about Alltel Plans to Launch Free Parental Controls
• Thomas Husson at JupiterResearch about Microsoft to acquire MUSIWAVE
• Ian Fogg at JupiterResearch about iPhone 1st Weekend in Europe
• Ian Fogg at JupiterResearch about Mobile UI is All the Operators Fault, Right.
• Michael Gartenberg at JupiterResearch about New Zune Models Land - First Take
• Michael Gartenberg at JupiterResearch about T-Mobile Shadow Review Raises the Issue of Tech Bias
• Michael Gartenberg at JupiterResearch about The Cellphone Rebellion of 2007? Naaah
• Dean Bubley at Disruptive Analysis about New Disruptive Analysis Report - 250m users of VoIPo3G by 2012
• Dean Bubley at Disruptive Analysis about Operator VoIPo3G in Taiwan
• Dean Bubley at Disruptive Analysis about Voda data 'pipe' revenues up... and has content revenue fallen?
• Dimitris Mavrakis at VisionMobile about Prepaid roaming: an underhyped opportunity
• Andreas Constantinou at VisionMobile about Managing software as lego bricks: the industry side of mobile software management
• Jake Saunders at ABI Research about Handset Looks Attract but Apps Are Getting Sticky
• Dr Windsor Holden at Juniper Research about mobile casino wagers to hit $5bn by 2012, as major players move into the sector
• JupiterResearch's Michael Gartenberg via Top Tech News about Reports Mixed on iPhone's European Launch
• Forrester Research analyst Charles Golvin via RedHerring about AT&T Lacks Banks on Mobile Debut
• Jeremy Green at Ovum via Unstrung about Enterprise Data Drives Vodafone
• Pacific Crest’s James Faucette via Barron’s Online Tech Trader Daily about Research In Motion: Report Initial CDMA Pearl Sales At Verizon Are Ahead Of Expectations

October 29, 2007 Roundup

Analysts in the news for October 29:

• Michael Gartenberg at JupiterResearch about The Shadow Knows - T-Mobile Shadow - First Look
• Julie Ask at JupiterResearch about CTIA - Final Take
• Dean Bubley at Disruptive Analysis about Hutchison 3 - SkypePhone: doesn't look like VoIPo3G
• Bena Roberts at BKI Media about Mobile Search quiet at CTIA
• Francis Sideco at iSuppli about Qualcomm and Texas Instruments Solidify Lead in Wireless Chip Sales
• Mark McKechnie at American Technology Research, Larry Harris at Oppenheimer & Co. and Brian Modoff at Deutsche Bank Securities via chicagotribune.com about 'Stabilization' at Motorola
• Seamus McAteer at M:Metrics via the San Francisco Chronicle about Cellular technologies to help energize mobile-game industry
• Michael Gartenberg at JupiterResearch via IDG News Service about Microsoft builds custom 'skin' for new T-Mobile phone
• Avi Greengart at Current Analysis via RCR Wireless News about Is $99 The New $49 This Holiday Season?
• Ovum analyst John Delaney via IT Week about 3 and Skype launch VoIP mobile calls
• Independent analyst Jeff Kagan and Yankee Group analyst Josh Martin via E-Commerce Times about Verizon Q3 Earnings Slip 34 Percent While Revenue Perks Up
• Yankee Group analyst John Jackson and Current Analysis analyst Avi Greengart via Reuters about AT&T, T-Mobile unveil messaging phones
• Ben Wood at CCS Insight via Unstrung about 3 Launches Skypephone
• Chris Hazelton at IDC via NewsFactor Network about T-Mobile Intros Sleek New 'Shadow' Smartphone

October 15, 2007 Roundup

Analysts in the news for October 15:

• Dean Bubley at Disruptive Analysis about Moto buying a stake in UIQ
• Dean Bubley at Disruptive Analysis about T-Mobile pay-per-day pitch sounds good
• Deutsche Bank analyst Brian Modoff and Research Capital analyst Nick Agostino via Reuters about New set of challenges awaits RIM's retail push
• Ross Rubin at NPD via Cellular News about IPhone's First Round Punch Lands Hardest on Treo and T-Mobile
• Richard Windsor at Nomura Securities and WestLB analyst Thomas Langer via The Independent about High-flying Nokia must fulfil the City's great expectations
• David Chamberlain at In-Stat via The Kansas City Star about Mobile phone companies offer NFL fans new services
• Roger Entner at IAG and Dave Novosel at Gimme Credit via The Atlanta Journal-Constitution about Key executive moves up at AT&T
• Ben Wood at CCS Insight via The Times about Skype in deal with 3 to offer free mobile telephone calls in the UK