Trefis Picks of the Week for Telecom, Media & Technology
Telecom, Media and Technology – Trefis Picks of the Week
Below is a summary of featured articles across the technology, media and telecom sectors that investors may find useful. The following selection of articles was drawn from top web publishing sites.
Telecom Industry
Verizon
Verizon Wireless Confident It’s Got Muscle for iPhone, The Wall Street Journal, Jan 10 2011
Verizon is confident that its network will be able to handle the increased data load from iPhone users, despite offering an unlimited data plan that could add a few extreme data hoggers…
Verizon iPhone Data Plans Could Hit $120 a Month, Network World, Jan 11 2011
Verizon’s data plans are going to be a bit expensive for iPhone users. The plans could be as high as $120 per month for unlimited data…
Verizon to Sell iPad with Built-In Connection to Verizon Network, Fiercewireless, Jan 12 2011
Verizon began by selling a WiFi version of the iPad bundled with its MiFi product. This will change, however, as the company plans to sell an iPad that can connect to its network without additional equipment…
AT&T
AT&T CEO Expects Verizon to Grab Share with iPhone, Fiercewireless, Jan 13 2011
As the title suggests, AT&T is not denying the fact that Verizon can potentially gain additional market share by adding Apple’s iPhone to its network…
AT&T Plans $2.7 Billion Charge, The Wall Street Journal, Jan 14 2011
AT&T is changing a few accounting estimates and will report a pretax charge of about $2.7 billion in Q4 2010 in a move to simplify its accounting for pension and other post-retirement benefits…
Will Verizon’s iPhone Shake Up the Mobile Market? Not So Much., GigaOm, Jan 11 2011
iPhone coming to Verizon may not be as great a concern for competitors as some might expect, since the market will be flooded with other smartphones as well…
Dish Network
Dish Offers Sling Access On Android Tablets, twice.com, Jan 11 2011
Dish Network has extended its sling technology to Android-based tablets…
Comcast, Time Warner Cable, DirecTV, Dish Network
A TV-Internet Marriage Awaits Blessings of All Parties, The New York Times, Jan 9 2011
This article explores whether blending of TV and internet will happen in concert with major pay-TV service providers or without them…
- With Mid-Band 5G Gaining Momentum, What To Expect From Verizon’s Q1 Results?
- Up 8% Year To Date As 5G Gains Traction, What’s Next For Verizon Stock?
- Up 25% Over The Last Three Months, Will Verizon See Further Gains Following Q4 Results?
- Down 50% From Covid Highs, Will Verizon Stock Recover Post Q3 Results?
- Will Verizon Stock Recover To Its Pre-Inflation Shock Highs?
- Verizon Stock Has Over 60% Upside If It Recovers To Its Pre-Inflation Shock Highs
Telecom Hardware Industry
Cisco
EMEA Unified Communications Market Will Double in Size from $8 Billion in 2010 to Over $16 billion by 2014, Says IDC, IDC press release, Jan 14 2011
IDC releases its estimates for the unified communications market in the EMEA region…
Semiconductor Industry
AMD
AMD CEO’s Board Fallout, The Wall Street Journal, Jan 12 2011
AMD’s CEO has resigned from his post due to a clash with the company’s board of directors over AMD’s strategy for the years ahead. It is reported that AMD was unhappy with the CEO for neglecting the growing mobile market…
Nvidia
Intel Will Pay Nvidia $1.5 Billion to Settle Dispute, Bloomberg, Jan 11 2011
Intel will be paying Nvidia a sum of $1.5 billion over the next five years. This grants Intel the right to use Nvidia’s graphic patents and also ends a legal dispute between the companies over the use of each other’s technologies…
Intel
Intel Reports Record Profit and Exudes Confidence, The New York Times, Jan 13 2011
Intel reported its Q4 2010 earnings results and posted major gains in margins. One of the highlights was significant success in its servers business…
Intel, AMD, Nvidia
Global PC Shipments Post Weak Gains, The Wall Street Journal, Jan 12 2011
According to data from IDC, PC shipments posted weaker than expected sales during Q4 2010 due to heightened competition from tablets…
Gartner Says Worldwide PC Shipments in Fourth Quarter of 2010 Grew 3.1 Percent; Year-End Shipments Increased 13.8 Percent, Gartner Newsroom, Jan 12 2011
Gartner reports its global PC shipment estimates for Q4 2010…
Media Industry
Disney
Disney, Yahoo Look at Internet TV, The Wall Street Journal, Jan 10 2011
Disney is in talks to make video from some of its TV networks available on sets embedded with Yahoo’s Internet-TV software…
CBS
Hopes and Challenges for Radio in 2011, Media Life, Jan 10 2011
This article explores how the radio industry could evolve in 2011…
News Corp.
News Corp. Explores Strategic Options for Myspace, The Wall Street Journal, Jan 13 2011
News Corp recently laid off half its Myspace work force and is now exploring strategic options concerning the future of the social networking site. These include sale, merger, spin-off…
News Corp. and Apple Delay Launch of The Daily for iPad, The Wall Street Journal, Jan 14 2011
News Corp and Apple are delaying the launch of News Corp’s digital newspaper for the iPad as they work out some kinks in the subscription platform for delivering the paper…
Seriously, Who Would Really Want to Buy MySpace?, GigaOm, Jan 13 2011
This article explores the possible interest in News Corp’s MySpace from potential buyers…
Media companies – News Corp, Time Warner, Disney, CBS, New York Times
Magazine Publishers Ready Tablet App Store, The Wall Street Journal, Jan 14 2011
The largest magazine publishers in the U.S. are gearing up to launch their own service for distributing digital publications on tablets…
Over $12B at Stake if NFL Lockout Prevents 2011 Season, Advertising Age, Jan 10 2011
At CES, Connected TVs, Tablets and Smartphones Still Missing Key Content, Advertising Age, Jan 10 2011
This article states that media companies will be in the driver’s seat to increase adoption of new devices…
Who Looks for News Online and on TV?, eMarketer, Jan 13 2011
This article states that the youth demographic is now shifting to internet for most of their news information. The article also cites data to illustrate news reading trends segregated by media type.
On the Challenges Magazines Face in 2011, Media Life Magazine, Jan 13 2011
This article examines the way magazines could evolve in 2011, fueled by digital advancement in e-readers and tablets…
For Papers, a Better 2011 but Still Tough, Media Life Magazine, Jan 12 2011
This article evaluates how newspapers could evolve in 2011…