iphone

T-Mobile Sees Slight iPhone Effect in Germany

On February 28, T-Mobile USA reported its Q4 and full year 2007 results. Earlier coverage is available here and here. Read the full article »

InterDigital: Risky Play with Huge Potential Upside

Vijay Nagarajan recently did a complete analysis on InterDigital that covers his speculation on Qualcomm acquiring it. Check out the posts The Infineon Alliance, Inside the iPhone, and The Apple Deal which look at how it is going to reap the benefits from the boom in the 3G market. Read the full article »

Sprint Imploding

On February 28, Sprint Nextel Corp. (NYSE: S) reported disappointing results for fourth quarter and full-year 2007 with a huge net loss in Q4 due to a write-down of its Nextel acquisition in 2005 for $36 billion. Earlier coverage is available here and here in which I had looked at Sprint’s troubles including the launch of iPhone. Read the full article »

The iPhone as a Minimum Viable Product Archetype

By Lance Glasser, Guest Author

One of the more central concepts in product marketing is the minimum viable product. Especially when entering a new market, the question of what functionality to include in a product and what to leave out is critical to a timely and successful product launch. Leave out too much and the product flops. Put in more than is necessary and costs and schedule balloon. Read the full article »

Major Trends Driving Storage Vendors SanDisk, Seagate

With the booming digital content adoption, storage vendors are predictably showing strong performance. Sandisk is also benefiting from the convergence device movement, as the devices are becoming increasingly storage-heavy. Weaker consumer market notwithstanding, I think, both movements would continue. Read the full article »

Motorola in Pain. Dell to Rescue?

Motorola has had a new CEO since January 1, 2008. Zander is gone. Greg Brown is at the helm.
And now there is talk of breaking the company up into pieces, spinning off the mobile handset unit. Carl Icahn also continues to lobby for a position on the Motorola Board. On January 23, 2008, Motorola, Inc. (NYSE: MOT) reported Q4 and 2007 financial results and its stock price hit a 52-week low of $9.43. The results are dismal, but let’s take a quick look at them anyway. Read the full article »

Qualcomm and Nokia Both Show Headroom

Guest Author Vijay Nagarajan has covered Qualcomm in great detail. Here are some of his prior writings on Qualcomm’s
Legal Battles , its aftermath, the impact on its margins, the Nokia war, and its effect on Qualcomm’s valuation.

In a nutshell, following the ITC ruling that held Qualcomm guilty for infringing on Broadcom’s patents, lawsuits seem to have snowballed for Qualcomm with Nokia seeking fairer licensing terms. These legal battles put its margin-heavy licensing business model in jeopardy. Vijay values the company at $47.2 if Qualcomm gets its way in the law suit and $40.6 if Nokia wins, which could tumble down to $36 in a domino effect situation.

Vijay has also pegged Interdigital (Nasdaq: IDCC) as a key acquisition target for Qualcomm.

With that as a background, let us look at the latest financial reports from Qualcomm and Nokia. Read the full article »

Apple Needs to Execute, No Longer Innovate

Yesterday, Apple released its earnings for its first quarter of fiscal 2008 that ended December 29, 2007. Revenue was $9.6 billion, up 35% y-o-y and 54% sequentially driven by the strong sales of Macs, iPhones, and iPods. Net income was $1.58 billion, or $1.76 per diluted share, up 58% y-o-y. Gross margin was 34.7%, up from 31.2% last year. Its cash balance increased by over $3 billion in the quarter and now rests at over $18.4 billion. Read my earlier post on what I think it might do with it.

In the quarter, Apple shipped 2.32 million Macs, a y-o-y growth of 44%. Mac products and services accounted for 47% of the revenue in the quarter. Its OS Leopard, released on October 26th, has already raked in revenue of $170 million during the quarter. Read the full article »