Articles for Mobile Phones

Tablet PCs Could Yield 11% Upside for AT&T Stock

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Tuesday, September 7th, 2010 by Trefis Team

As tablet PC usage rises, U.S. telecom giant AT&T (NYSE:T) could see a sharp rise in its revenues from wireless data customers. AT&T competes mainly with Verizon (NYSE:VZ) and Sprint Nextel (NYSE:S) in the U.S. wireless market.

We see a potential upside of nearly 11 % to our $37.91 stock price estimate for AT&T if the company’s average revenue per user (ARPU) of mobile data reaches $40 a month by the end of our forecast period, rather than the $28 a month that we currently forecast. Our analysis follows below. … To read the full article Subscribe to Trefis Pro

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How Can Google Monetize Apps?

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Tuesday, September 7th, 2010 by Trefis Team

Google (NASDAQ:GOOG) Apps currently constitutes less than 1% of the $643 Trefis price estimate for Google’s stock. Google competes with Microsoft (NASDAQ:MSFT) and others in the web-based productivity software market.

Google Apps includes e-mail, calendar, word processing, spreadsheet and collaboration programs. Although the Google Apps user base has grown in the last few years, the overwhelming majority of users don’t pay for the service. We estimate that only 6% of Google Apps users are actually paid users, while the rest use the free version.

Google could attract more paid users by, for example, bundling Apps with its growing library of mobile business apps for the Android smartphone operating system. We see a modest 2% upside to our $643 stock price estimate for Google in the event that the company manages to convert 20% of Google Apps users to the paid version by the end of our forecast period. Our analysis follows below. … To read the full article Subscribe to Trefis Pro

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Smartphones Could Boost Nokia’s Short-Term Price Structure

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Friday, September 3rd, 2010 by Trefis Team

Nokia (NYSE:NOK) has suffered dramatic mobile phone pricing declines over the last few years, especially in emerging markets. Nokia competes mainly with Apple (NASDAQ:AAPL), Motorola (NYSE:MOT) and Research in Motion (NASDAQ:RIMM) in the mobile phone market.

One positive sign for Nokia is the growing proportion of higher-priced smartphones in its product mix. Over the next two years we expect smartphone sales to provide temporary support to Nokia’s price structure. However, we expect the company’s average phone price to decline after 2012 as smartphone prices drop. Our analysis follows below. Read More »

BlackBerry Torch Won’t Help RIM’s Stock

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Thursday, September 2nd, 2010 by Trefis Team

The people have spoken, and Research in Motion’s ballyhooed BlackBerry Torch smartphone is officially…not an instant hit. RIM (NASDAQ:RIMM) only sold 150,000 Torches during the first weekend after the phone’s August 12 launch. By contrast, Apple (NASDAQ:AAPL) moved 1.7 million iPhone 4 units during the first three days after its launch in late June.

RIM competes mainly with Apple, Motorola (NYSE:MOT) and Nokia (NYSE:NOK) in the mobile phone market. The company had high hopes for the Torch, which is the first BlackBerry equipped with both a physical keyboard and a touch screen interface, and the first smartphone to run BlackBerry’s new OS6 operating system.

However, it does not appear that these new features are enough to make the Torch stand out in an increasingly crowded smartphone market. RIM can’t afford to release many more phones like this one. There could be a significant downside to our $72 stock price estimate for RIM if the company’s share of the smartphone market grows more slowly than we expect during the Trefis forecast period. Our analysis follows below. Read More »

Wireless Infrastructure Business Could Lift Nokia Stock by 5%

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Tuesday, August 31st, 2010 by Trefis Team

Nokia (NYSE:NOK) recently purchased most of Motorola’s (NYSE:MOT) wireless network infrastructure division for $1.2 billion in cash. This transaction is expected to close by the end of 2010.

The deal should help Nokia gain business from existing Motorola customers like Sprint Nextel (NYSE:S) in the U.S. and KDDI in Japan.It also raises Nokia’s profile in the gigantic U.S. telecom market, which could help it sell more mobile phones to U.S. customers. Our analysis follows below.

Better App Selection Could Boost Nokia Stock by 5%

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Monday, August 30th, 2010 by Trefis Team

Finnish mobile phone giant Nokia (NYSE:NOK) recently acquired the mobile Web analytic service Motally for an undisclosed sum. Nokia competes with Apple (NASDAQ:AAPL), Research in Motion (NASDAQ:RIMM) and Motorola (NYSE:MOT) in the mobile phone market.

Motally sells analytic software that helps mobile application developers track application usage statistics on mobile phones. We believe this acquisition will draw more mobile app developers to Nokia’s platform. This should help Nokia improve its online app store and thereby help the company sell more phones. Our analysis follows below. Read More »

Nexus One Smartphone Less Than 1% of Google’s Stock

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Thursday, August 26th, 2010 by Trefis Team

Google (NASDAQ:GOOG) recently stopped selling Nexus One smartphones through its U.S. online store. In the smartphone market, Google competes primarily with Apple (NASDAQ:AAPL), Research in Motion (NASDAQ:RIMM) and Motorola (NYSE:MOT).

Google launched the Nexus One to great fanfare last January. Going forward, Nexus One phones will still be available in U.S. retail stores and internationally through partners like Vodafone.

We expect Google to sell only around one million Nexus Ones worldwide in 2010. This implies that the smartphone business now constitutes less than 1% of the $683 Trefis price estimate for Google’s stock. Our analysis follows below. … To read the full article Subscribe to Trefis Pro

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Mac Desktop Market Share and Pricing Important for Apple

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Wednesday, August 18th, 2010 by Trefis Team

Trefis members have created forecasts for two key drivers of Apple’s (NASDAQ:AAPL) stock over the last week: (1) Mac Desktops Market Share and (2) Mac Desktop Pricing. These forecasts suggest that Mac Desktops Market Share as well as Mac Desktop Pricing will trend roughly in-line with the estimates of the in-house team of analysts at Trefis.

Apple competes with other PC makers like Dell (NASDAQ:DELL) and HP (NYSE:HPQ). We currently have a Trefis price estimate of $337 for Apple’s stock, about 33% above the current market price of $254.

Below are charts showing recent estimates created by Trefis members for the two drivers: (1) Mac Desktops Market Share and (2) Mac Desktop Pricing.

Up to 4% Downside for Google if Oracle Prevails in Android Suit

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Tuesday, August 17th, 2010 by Trefis Team

Oracle (NASDAQ:ORCL)recently filed a lawsuit against Google (NASDAQ:GOOG), claiming that Google’s Android software infringes on seven Oracle patents and copyrights related to Java software.

Google’s Android operating system is used in smartphones, and competes with Apple (NASDAQ:AAPL), Research in Motion (NASDAQ:RIMM) and Nokia (NYSE:NOK) in this segment.

If Oracle wins this case, we see a potential 1-4% upside to the $35 Trefis price estimate for Oracle’s stock, and a similar downside to our $683 stock price estimate for Google. Our analysis follows below.

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Nokia Faces Global Margin Squeeze

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Monday, August 16th, 2010 by Trefis Team

Finnish mobile phone giant Nokia (NYSE:NOK) faces a wide range of strategic challenges going forward, including fierce competition in the high-end smartphone market, the shift in its product mix toward lower priced phones, and currency pressure resulting from Euro depreciation.

Nokia competes mainly with Apple (NASDAQ:AAPL), Research in Motion (NASDAQ:RIMM), and Motorola (NYSE:MOT) in the mobile phone market. Taking the negative factors just cited into account, the current Trefis Price estimate for Nokia’s stock is $12.33, around 39% higher than the current market price of $8.86. Our analysis follows below. Read More »